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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
OCM
1601
Osterweis Capital Management
California
$343K
JCM
1602
Jacobsen Capital Management
Utah
$342K
SB
1603
SIG Brokerage
New York
$341K
GWM
1604
Gitterman Wealth Management
New Jersey
$340K
EA
1605
Ellsworth Advisors
Ohio
$340K
FFA
1606
Fi3 Financial Advisors
Indiana
$340K
HWM
1607
Horizon Wealth Management
Illinois
$339K
VNA
1608
Valley National Advisers
Pennsylvania
$338K
AI
1609
Accredited Investors
Minnesota
$338K
DWG
1610
Darden Wealth Group
Michigan
$338K
OFS
1611
OneAscent Financial Services
Alabama
$337K
VC
1612
Veracity Capital
Georgia
$337K
RP
1613
Riverwater Partners
Wisconsin
$337K
WCWM
1614
Willow Creek Wealth Management
California
$336K
GCM
1615
Goldstream Capital Management
Hong Kong
$335K
FCM
1616
Firestone Capital Management
Florida
$334K
GSIS
1617
Global Strategic Investment Solutions
Arizona
$332K
IGGA
1618
Iron Gate Global Advisors
Utah
$331K
VST
1619
Van Strum & Towne
California
$330K
SC
1620
Sepio Capital
Utah
$329K
PWA
1621
Primoris Wealth Advisors
Florida
$329K
NDSI
1622
Newman Dignan & Sheerar Inc
Rhode Island
$328K
SH
1623
SLT Holdings
Arizona
$328K
TLFA
1624
True Link Financial Advisors
California
$326K
MIC
1625
Means Investment Company
Maine
$324K