MS icon

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 %
RP
1601
Riverwater Partners
Wisconsin
$337K -$238K -1,692 -41%
WCWM
1602
Willow Creek Wealth Management
California
$336K
GCM
1603
Goldstream Capital Management
Hong Kong
$335K
FCM
1604
Firestone Capital Management
Florida
$334K -$3.8K -27 -1%
GSIS
1605
Global Strategic Investment Solutions
Arizona
$332K
IGGA
1606
Iron Gate Global Advisors
Utah
$331K +$35.8K +254 +12%
VST
1607
Van Strum & Towne
California
$330K
SC
1608
Sepio Capital
Utah
$329K -$20.8K -148 -6%
PWA
1609
Primoris Wealth Advisors
Florida
$329K
NDSI
1610
Newman Dignan & Sheerar Inc
Rhode Island
$328K
SH
1611
SLT Holdings
Arizona
$328K +$5.92K +42 +2%
TLFA
1612
True Link Financial Advisors
California
$326K +$2.54K +18 +0.8%
MIC
1613
Means Investment Company
Maine
$324K +$1.41K +10 +0.4%
PWA
1614
Prairie Wealth Advisors
Nebraska
$324K
1IA
1615
1834 Investment Advisors
Wisconsin
$323K
HWM
1616
Hemington Wealth Management
Virginia
$323K +$10.6K +75 +3%
LWANC
1617
Laurel Wealth Advisors (North Carolina)
North Carolina
$323K +$321K +45,175 +13,986%
HDA
1618
Harold Davidson & Associates
California
$323K +$323K +2,290 New
TA
1619
TFB Advisors
Kansas
$321K -$18.5K -131 -5%
WG
1620
Welch Group
Alabama
$321K +$13.1K +93 +4%
AW
1621
Alteri Wealth
California
$321K +$11.7K +83 +4%
ONST
1622
Old North State Trust
North Carolina
$320K
FA
1623
FDx Advisors
Illinois
$320K +$3.8K +27 +1%
BFG
1624
Bouchey Financial Group
New York
$319K +$14.2K +101 +5%
BWM
1625
Boyd Wealth Management
California
$319K +$319K +2,267 New