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Morgan Stanley

2,185 hedge funds and large institutions have $190B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 883 increasing their positions, 765 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 2,0772,185 (+108)

0.62% more ownership

Funds ownership: 83.67%84.3% (+0.62%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.27B
Puts
$4.11B
Net Calls
Net Calls Change

Top Buyers

1 +$299M
2 +$253M
3 +$250M
4
UBS AM
UBS AM
Illinois
+$217M
5
Squarepoint
Squarepoint
New York
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
S
1551
Sunpointe
Missouri
$374K
WC
1552
Waterloo Capital
Texas
$373K
KFS
1553
Kaizen Financial Strategies
California
$372K
SIC
1554
Samalin Investment Counsel
New York
$371K
RFP
1555
Root Financial Partners
California
$371K
AC
1556
Allstate Corporation
Illinois
$369K
EW
1557
Elyxium Wealth
California
$368K
MCCA
1558
Mill Creek Capital Advisors
Pennsylvania
$368K
SFC
1559
Strategic Financial Concepts
Texas
$367K
CPW
1560
Cove Private Wealth
New York
$367K
AA
1561
Argent Advisors
Louisiana
$367K
HWMG
1562
Hurlow Wealth Management Group
Indiana
$365K
Bank Julius Baer & Co
1563
Bank Julius Baer & Co
Switzerland
$365K
FCM
1564
Fourpath Capital Management
Oklahoma
$364K
PWM
1565
Pines Wealth Management
North Carolina
$363K
WAG
1566
Winthrop Advisory Group
Massachusetts
$363K
BFM
1567
Boothbay Fund Management
New York
$363K
AIP
1568
Almanack Investment Partners
Pennsylvania
$362K
LIG
1569
Lokken Investment Group
Delaware
$362K
SCP
1570
Sivia Capital Partners
California
$362K
BCP
1571
Berkeley Capital Partners
Georgia
$361K
BBA
1572
BLB&B Advisors
Pennsylvania
$361K
IWA
1573
IVC Wealth Advisors
Pennsylvania
$361K
M
1574
MOTCO
Texas
$360K
BFA
1575
Bragg Financial Advisors
North Carolina
$360K