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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
IFA
1701
Interactive Financial Advisors
Illinois
$282K
DO
1702
denkapparat Operations
Germany
$282K
MIM
1703
Merrion Investment Management
New Jersey
$282K
IPAM
1704
Investment Partners Asset Management
New Jersey
$282K
PRI
1705
Prepared Retirement Institute
Pennsylvania
$281K
KOC
1706
Koss-Olinger Consulting
Florida
$281K
TCMP
1707
Thrive Capital Management (Pennsylvania)
Pennsylvania
$281K
OFO
1708
OneAscent Family Office
Alabama
$281K
AHL
1709
Abel Hall LLC
Louisiana
$281K
BWP
1710
BlueStem Wealth Partners
Minnesota
$281K
KWMG
1711
King Wealth Management Group
Florida
$280K
TA
1712
TruWealth Advisors
Louisiana
$280K
GWANC
1713
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K
GPW
1714
Genesis Private Wealth
Virginia
$278K
LFP
1715
Leeward Financial Partners
Washington
$278K
MCP
1716
Mirador Capital Partners
California
$277K
KBFS
1717
Kohmann Bosshard Financial Services
Ohio
$277K
GHA
1718
Granite Harbor Advisors
Texas
$276K
CWMK
1719
Caliber Wealth Management (Kansas)
Kansas
$276K
FM
1720
Family Management
New York
$275K
DDC
1721
DF Dent & Co
Maryland
$274K
RWM
1722
RKL Wealth Management
Pennsylvania
$273K
RPCA
1723
Running Point Capital Advisors
California
$273K
TR
1724
Tepp RIA
New Jersey
$272K
NRS
1725
Neville Rodie & Shaw
New York
$271K