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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 %
WCM
1676
Wedge Capital Management
North Carolina
$288K -$29.9K -212 -9%
WRPWM
1677
Werba Rubin Papier Wealth Management
California
$288K +$45.9K +326 +19%
BWM
1678
BKM Wealth Management
Wisconsin
$286K -$563 -4 -0.2%
SSG
1679
Summit Securities Group
New York
$286K -$151K -1,069 -34%
JCM
1680
J2 Capital Management
Michigan
$286K -$295K -2,093 -51%
GSWA
1681
Good Steward Wealth Advisors
Tennessee
$284K -$252K -1,792 -47%
UCB
1682
United Community Bank
South Carolina
$283K +$13.8K +98 +5%
CS
1683
Capital Square
Tennessee
$283K
MSWM
1684
Master's Wealth Management
Pennsylvania
$283K +$283K +2,006 New
DMBA
1685
Deseret Mutual Benefit Administrators
Utah
$282K
IFA
1686
Interactive Financial Advisors
Illinois
$282K +$423 +3 +0.2%
DO
1687
denkapparat Operations
Germany
$282K -$78.6K -558 -22%
MIM
1688
Merrion Investment Management
New Jersey
$282K
IPAM
1689
Investment Partners Asset Management
New Jersey
$282K
PRI
1690
Prepared Retirement Institute
Pennsylvania
$281K -$62.4K -443 -18%
KOC
1691
Koss-Olinger Consulting
Florida
$281K -$141 -1 -0.1%
TCMP
1692
Thrive Capital Management (Pennsylvania)
Pennsylvania
$281K +$281K +1,995 New
OFO
1693
OneAscent Family Office
Alabama
$281K -$252K -1,792 -47%
AHL
1694
Abel Hall LLC
Louisiana
$281K +$25.2K +179 +10%
BWP
1695
BlueStem Wealth Partners
Minnesota
$281K -$59.6K -423 -18%
KWMG
1696
King Wealth Management Group
Florida
$280K
TA
1697
TruWealth Advisors
Louisiana
$280K -$141 -1 -0.1%
GWANC
1698
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K -$8.45K -60 -3%
GPW
1699
Genesis Private Wealth
Virginia
$278K -$36.5K -259 -12%
LFP
1700
Leeward Financial Partners
Washington
$278K -$7.61K -54 -3%