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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
PWA
1626
Prairie Wealth Advisors
Nebraska
$324K
1IA
1627
1834 Investment Advisors
Wisconsin
$323K
HWM
1628
Hemington Wealth Management
Virginia
$323K
HDA
1629
Harold Davidson & Associates
California
$323K
TA
1630
TFB Advisors
Kansas
$321K
WG
1631
Welch Group
Alabama
$321K
AW
1632
Alteri Wealth
California
$321K
ONST
1633
Old North State Trust
North Carolina
$320K
FA
1634
FDx Advisors
Illinois
$320K
BFG
1635
Bouchey Financial Group
New York
$319K
BWM
1636
Boyd Wealth Management
California
$319K
FAFN
1637
First Affirmative Financial Network
Colorado
$317K
IPW
1638
Intergy Private Wealth
Colorado
$317K
FFA
1639
Fragasso Financial Advisors
Pennsylvania
$316K
MA
1640
Maxele Advisors
Missouri
$316K
BMCM
1641
Bryn Mawr Capital Management
Pennsylvania
$314K
UAML
1642
US Asset Management LLC
Pennsylvania
$314K
WGAM
1643
Wilkinson Global Asset Management
New York
$313K
MGIA
1644
Matthew Goff Investment Advisor
Texas
$312K
MHWM
1645
Montz Harcus Wealth Management
Louisiana
$311K
ET
1646
Equitable Trust
Tennessee
$311K
WDG
1647
Wealth Dimensions Group
Ohio
$310K
LGG
1648
Luts & Greenleigh Group
Maryland
$310K
GIM
1649
Groesbeck Investment Management
New Jersey
$310K
AMBIA
1650
Allen Mooney & Barnes Investment Advisors
Georgia
$310K