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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 %
MHC
1651
May Hill Capital
Massachusetts
$300K -$13K -92 -4%
NC
1652
NBW Capital
Massachusetts
$300K +$53.7K +381 +22%
CPRC
1653
Consolidated Portfolio Review Corp
New York
$300K +$16.2K +115 +6%
CAS
1654
CTC Alternative Strategies
Illinois
$299K +$299K +2,120 New
CB
1655
Cadence Bank
Mississippi
$299K +$2.82K +20 +1%
WPW
1656
Warther Private Wealth
Ohio
$298K -$5.92K -42 -2%
HIIFS
1657
Harel Insurance Investments & Financial Services
Israel
$297K -$9.85K -70 -3%
NSAM
1658
North Star Asset Management
Wisconsin
$297K +$7.04K +50 +2%
PE
1659
Point72 Europe
United Kingdom
$296K -$2.55M -18,100 -90%
VEA
1660
Virtus ETF Advisers
New York
$296K +$296K +2,100 New
SWM
1661
Silverlake Wealth Management
Vermont
$295K
GEA
1662
Glen Eagle Advisors
New Jersey
$294K
MPM
1663
MBB Public Markets
Illinois
$294K -$68.5K -486 -19%
FBFS
1664
First Business Financial Services
Wisconsin
$294K
CFA
1665
CWS Financial Advisors
Michigan
$293K +$293K +2,082 New
BBPWM
1666
Blue Bell Private Wealth Management
Pennsylvania
$292K +$15.8K +112 +6%
FFA
1667
Florida Financial Advisors
Florida
$292K -$30.9K -219 -10%
IP
1668
Investment Partners
Ohio
$292K +$422 +3 +0.1%
GIM
1669
Goelzer Investment Management
Indiana
$291K +$43K +305 +17%
MWAM
1670
Manhattan West Asset Management
California
$291K +$36.6K +260 +14%
BI
1671
Binnacle Investments
Iowa
$291K +$20K +142 +7%
MAG
1672
Mayfair Advisory Group
Alabama
$290K
TWM
1673
Tripletail Wealth Management
Florida
$290K +$290K +2,015 New
BFA
1674
Beacon Financial Advisory
Ohio
$289K +$15.5K +110 +6%
AWA
1675
Alta Wealth Advisors
Massachusetts
$289K -$35.2K -250 -11%