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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
SFI
1651
SPC Financial Inc
Maryland
$308K
BSSFA
1652
Baron Silver Stevens Financial Advisors
Florida
$308K
CAM
1653
CenterStar Asset Management
Illinois
$308K
ES
1654
Eagle Strategies
New York
$308K
CWA
1655
Canvas Wealth Advisors
Kansas
$306K
BWAM
1656
Boyd Watterson Asset Management
Ohio
$305K
BSB
1657
Bangor Savings Bank
Maine
$305K
MFG
1658
Mosaic Financial Group
Illinois
$305K
SB
1659
Sunflower Bank
Texas
$304K
LWL
1660
Leo Wealth LLC
Texas
$304K
CAL
1661
Capital Advisors Ltd
Ohio
$303K
WP
1662
WealthShield Partners
North Carolina
$302K
MIM
1663
Macroview Investment Management
Maryland
$301K
EHC
1664
Everett Harris & Co
California
$301K
MHC
1665
May Hill Capital
Massachusetts
$300K
NC
1666
NBW Capital
Massachusetts
$300K
CPRC
1667
Consolidated Portfolio Review Corp
New York
$300K
CAS
1668
CTC Alternative Strategies
Illinois
$299K
CB
1669
Cadence Bank
Mississippi
$299K
WPW
1670
Warther Private Wealth
Ohio
$298K
HIIFS
1671
Harel Insurance Investments & Financial Services
Israel
$297K
NSAM
1672
North Star Asset Management
Wisconsin
$297K
MWM
1673
Manske Wealth Management
Texas
$296K
PE
1674
Point72 Europe
United Kingdom
$296K
VEA
1675
Virtus ETF Advisers
New York
$296K