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Morgan Stanley

2,184 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, 882 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: 2,0762,184 (+108)

0.62% more ownership

Funds ownership: 83.64%84.26% (+0.62%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,184
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
GEA
1676
Glen Eagle Advisors
New Jersey
$294K
MPM
1677
MBB Public Markets
Illinois
$294K
FBFS
1678
First Business Financial Services
Wisconsin
$294K
CFA
1679
CWS Financial Advisors
Michigan
$293K
BBPWM
1680
Blue Bell Private Wealth Management
Pennsylvania
$292K
FFA
1681
Florida Financial Advisors
Florida
$292K
IP
1682
Investment Partners
Ohio
$292K
GIM
1683
Goelzer Investment Management
Indiana
$291K
MWAM
1684
Manhattan West Asset Management
California
$291K
BI
1685
Binnacle Investments
Iowa
$291K
MAG
1686
Mayfair Advisory Group
Alabama
$290K
SWIM
1687
Smallwood Wealth Investment Management
New Jersey
$290K
TWM
1688
Tripletail Wealth Management
Florida
$290K
BFA
1689
Beacon Financial Advisory
Ohio
$289K
AWA
1690
Alta Wealth Advisors
Massachusetts
$289K
WCM
1691
Wedge Capital Management
North Carolina
$288K
WRPWM
1692
Werba Rubin Papier Wealth Management
California
$288K
BWM
1693
BKM Wealth Management
Wisconsin
$286K
SSG
1694
Summit Securities Group
New York
$286K
JCM
1695
J2 Capital Management
Michigan
$286K
GSWA
1696
Good Steward Wealth Advisors
Tennessee
$284K
UCB
1697
United Community Bank
South Carolina
$283K
CS
1698
Capital Square
Tennessee
$283K
MSWM
1699
Master's Wealth Management
Pennsylvania
$283K
DMBA
1700
Deseret Mutual Benefit Administrators
Utah
$282K