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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
FSA
1576
Financial Security Advisor
Virginia
$360K
CCFM
1577
Clear Creek Financial Management
Washington
$359K
SCI
1578
Silver Coast Investments
United States
$359K
BOM
1579
Bank of Marin
California
$359K
RA
1580
Rational Advisors
New York
$359K
CPCM
1581
Cardinal Point Capital Management
Ontario, Canada
$358K
LMKC
1582
L.M. Kohn & Company
Ohio
$358K
BTWM
1583
Baker Tilly Wealth Management
Wisconsin
$356K
NG
1584
Novem Group
New York
$356K
FZCM
1585
Flynn Zito Capital Management
New York
$356K
DAM
1586
Doheny Asset Management
California
$355K
Hudson Bay Capital Management
1587
Hudson Bay Capital Management
Connecticut
$355K
OWP
1588
Obermeyer Wealth Partners
Colorado
$354K
AF
1589
Apexium Financial
Texas
$353K
TWM
1590
Thrive Wealth Management
Pennsylvania
$353K
MWM
1591
Modern Wealth Management
Kansas
$352K
UF
1592
Univest Financial
Pennsylvania
$349K
S
1593
Sachetta
Massachusetts
$348K
PWM
1594
Partners Wealth Management
California
$348K
CMTU
1595
Capital Markets Trading (UK)
United Kingdom
$348K
BFA
1596
Beaumont Financial Advisors
Massachusetts
$345K
DC
1597
Diametric Capital
Massachusetts
$345K
CA
1598
Cornerstone Advisory
Maryland
$345K
PWP
1599
Phillips Wealth Planners
Mississippi
$344K
FG
1600
Foster Group
Iowa
$343K