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Morgan Stanley

2,162 hedge funds and large institutions have $190B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 879 increasing their positions, 757 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+96
Holders Change %
+4.65%
% of All Funds
28.98%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.62%
New
245
Increased
879
Reduced
757
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
1551
Bank Julius Baer & Co
Switzerland
$365K +$23.8K +169 +7%
FCM
1552
Fourpath Capital Management
Oklahoma
$364K
PWM
1553
Pines Wealth Management
North Carolina
$363K -$26.5K -184 -7%
WAG
1554
Winthrop Advisory Group
Massachusetts
$363K -$30.3K -215 -8%
BFM
1555
Boothbay Fund Management
New York
$363K +$363K +2,574 New
AIP
1556
Almanack Investment Partners
Pennsylvania
$362K +$362K +2,570 New
LIG
1557
Lokken Investment Group
Delaware
$362K
SCP
1558
Sivia Capital Partners
California
$362K -$986 -7 -0.3%
BCP
1559
Berkeley Capital Partners
Georgia
$361K +$14.2K +101 +4%
BBA
1560
BLB&B Advisors
Pennsylvania
$361K -$37.8K -268 -9%
IWA
1561
IVC Wealth Advisors
Pennsylvania
$361K +$3.8K +27 +1%
M
1562
MOTCO
Texas
$360K
BFA
1563
Bragg Financial Advisors
North Carolina
$360K -$5.63K -40 -2%
FSA
1564
Financial Security Advisor
Virginia
$360K +$5.92K +42 +2%
CCFM
1565
Clear Creek Financial Management
Washington
$359K +$12.3K +87 +4%
SCI
1566
Silver Coast Investments
United States
$359K -$31.4K -223 -8%
BOM
1567
Bank of Marin
California
$359K
RA
1568
Rational Advisors
New York
$359K +$359K +2,547 New
CPCM
1569
Cardinal Point Capital Management
Ontario, Canada
$358K -$11.7K -83 -3%
LMKC
1570
L.M. Kohn & Company
Ohio
$358K -$82.1K -583 -19%
BTWM
1571
Baker Tilly Wealth Management
Wisconsin
$356K +$1.27K +9 +0.4%
NG
1572
Novem Group
New York
$356K -$16.8K -119 -4%
FZCM
1573
Flynn Zito Capital Management
New York
$356K
DAM
1574
Doheny Asset Management
California
$355K
Hudson Bay Capital Management
1575
Hudson Bay Capital Management
Connecticut
$355K -$98.8M -701,634 -100%