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Morgan Stanley

2,162 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, 757 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+96
Holders Change %
+4.65%
% of All Funds
28.98%
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
757
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
1626
Intergy Private Wealth
Colorado
$317K -$8.59K -61 -3%
FFA
1627
Fragasso Financial Advisors
Pennsylvania
$316K +$64.8K +460 +26%
BMCM
1628
Bryn Mawr Capital Management
Pennsylvania
$314K +$29.7K +211 +10%
UAML
1629
US Asset Management LLC
Pennsylvania
$314K -$790K -5,606 -72%
WGAM
1630
Wilkinson Global Asset Management
New York
$313K +$7.04K +50 +2%
MGIA
1631
Matthew Goff Investment Advisor
Texas
$312K +$312K +2,215 New
MHWM
1632
Montz Harcus Wealth Management
Louisiana
$311K +$423 +3 +0.1%
ET
1633
Equitable Trust
Tennessee
$311K -$16.1K -114 -5%
WDG
1634
Wealth Dimensions Group
Ohio
$310K
LGG
1635
Luts & Greenleigh Group
Maryland
$310K -$1.97K -14 -0.6%
AMBIA
1636
Allen Mooney & Barnes Investment Advisors
Georgia
$310K -$34.8K -247 -10%
SFI
1637
SPC Financial Inc
Maryland
$308K +$308K +2,187 New
BSSFA
1638
Baron Silver Stevens Financial Advisors
Florida
$308K +$308K +2,187 New
CAM
1639
CenterStar Asset Management
Illinois
$308K -$616K -4,370 -67%
ES
1640
Eagle Strategies
New York
$308K +$1.69K +12 +0.6%
CWA
1641
Canvas Wealth Advisors
Kansas
$306K +$28.1K +197 +10%
BWAM
1642
Boyd Watterson Asset Management
Ohio
$305K +$12.4K +88 +4%
BSB
1643
Bangor Savings Bank
Maine
$305K +$282 +2 +0.1%
MFG
1644
Mosaic Financial Group
Illinois
$305K -$3.8K -27 -1%
SB
1645
Sunflower Bank
Texas
$304K -$4.65K -33 -2%
LWL
1646
Leo Wealth LLC
Texas
$304K +$304K +2,158 New
CAL
1647
Capital Advisors Ltd
Ohio
$303K +$5.21K +37 +2%
WP
1648
WealthShield Partners
North Carolina
$302K -$1.83K -13 -0.6%
MIM
1649
Macroview Investment Management
Maryland
$301K +$282 +2 +0.1%
EHC
1650
Everett Harris & Co
California
$301K