MS icon

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 %
MCP
1701
Mirador Capital Partners
California
$277K
KBFS
1702
Kohmann Bosshard Financial Services
Ohio
$277K
GHA
1703
Granite Harbor Advisors
Texas
$276K +$31.4K +223 +13%
CWMK
1704
Caliber Wealth Management (Kansas)
Kansas
$276K +$141 +1 +0.1%
FM
1705
Family Management
New York
$275K -$14.1K -100 -5%
DDC
1706
DF Dent & Co
Maryland
$274K +$274K +1,943 New
RWM
1707
RKL Wealth Management
Pennsylvania
$273K +$24.1K +171 +10%
RPCA
1708
Running Point Capital Advisors
California
$273K +$3.38K +24 +1%
TR
1709
Tepp RIA
New Jersey
$272K +$272K +1,934 New
NRS
1710
Neville Rodie & Shaw
New York
$271K -$84.4K -600 -24%
AI
1711
Auour Investments
Massachusetts
$270K +$270K +1,920 New
CWA
1712
Consilio Wealth Advisors
Washington
$270K +$270K +1,922 New
KCM
1713
Kanawha Capital Management
Virginia
$270K -$1.69K -12 -0.6%
BF
1714
Brucke Financial
Indiana
$269K +$6.06K +43 +2%
NSB
1715
Norway Savings Bank
Maine
$269K -$5.92K -42 -2%
CF
1716
Claris Financial
Virginia
$268K -$73.1K -519 -21%
LC
1717
LCNB Corp
Ohio
$268K -$21.1K -150 -7%
AT
1718
American Trust
Kentucky
$268K +$268K +1,900 New
PFM
1719
Patton Fund Management
Texas
$267K +$267K +1,898 New
GAM
1720
Gemmer Asset Management
California
$267K +$1.27K +9 +0.5%
WMA
1721
Wealth Management Associates
New Jersey
$267K +$141 +1 +0.1%
SSC
1722
Syverson Strege & Co
Iowa
$266K +$266K +1,889 New
PHAM
1723
Palisades Hudson Asset Management
Florida
$265K
CC
1724
Chicago Capital
Illinois
$264K
GLLW
1725
Graves Light Lenhart Wealth
Virginia
$264K