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Morgan Stanley

2,163 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, 758 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,163
Holders Change
+97
Holders Change %
+4.7%
% of All Funds
28.99%
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
758
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
1576
Obermeyer Wealth Partners
Colorado
$354K +$20.6K +146 +6%
AF
1577
Apexium Financial
Texas
$353K +$2.11K +15 +0.6%
TWM
1578
Thrive Wealth Management
Pennsylvania
$353K
UF
1579
Univest Financial
Pennsylvania
$349K +$986 +7 +0.3%
S
1580
Sachetta
Massachusetts
$348K +$5.92K +42 +2%
PWM
1581
Partners Wealth Management
California
$348K
CMTU
1582
Capital Markets Trading (UK)
United Kingdom
$348K -$576K -4,089 -62%
BFA
1583
Beaumont Financial Advisors
Massachusetts
$345K -$2.82K -20 -0.8%
DC
1584
Diametric Capital
Massachusetts
$345K +$345K +2,449 New
CA
1585
Cornerstone Advisory
Maryland
$345K +$11.7K +83 +4%
PWP
1586
Phillips Wealth Planners
Mississippi
$344K -$34.7K -246 -9%
FG
1587
Foster Group
Iowa
$343K +$343K +2,434 New
OCM
1588
Osterweis Capital Management
California
$343K +$258K +1,831 +304%
JCM
1589
Jacobsen Capital Management
Utah
$342K +$30.3K +215 +10%
MWM
1590
Modern Wealth Management
Kansas
$341K +$60.2K +427 +21%
SB
1591
SIG Brokerage
New York
$341K +$341K +2,419 New
GWM
1592
Gitterman Wealth Management
New Jersey
$340K -$281K -1,994 -45%
EA
1593
Ellsworth Advisors
Ohio
$340K +$986 +7 +0.3%
FFA
1594
Fi3 Financial Advisors
Indiana
$340K -$15.1K -107 -4%
HWM
1595
Horizon Wealth Management
Illinois
$339K -$12.5K -89 -4%
VNA
1596
Valley National Advisers
Pennsylvania
$338K +$66.6K +475 +25%
AI
1597
Accredited Investors
Minnesota
$338K +$563 +4 +0.2%
DWG
1598
Darden Wealth Group
Michigan
$338K
OFS
1599
OneAscent Financial Services
Alabama
$337K -$230K -1,633 -41%
VC
1600
Veracity Capital
Georgia
$337K +$17.6K +125 +6%