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Morgan Stanley

2,173 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, 880 increasing their positions, 763 reducing their positions, and 114 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: 2,0672,173 (+106)

0.62% more ownership

Funds ownership: 83.59%84.21% (+0.62%)

20% less call options, than puts

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

Holders
2,173
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
CS
151
Candriam SCA
Luxembourg
$69.7M
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$69.5M
Two Sigma Investments
153
Two Sigma Investments
New York
$69.5M
Calamos Advisors
154
Calamos Advisors
Illinois
$68.7M
MML Investors Services
155
MML Investors Services
Massachusetts
$67.3M
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.9M
BNP Paribas Asset Management
157
BNP Paribas Asset Management
France
$65.8M
TCA
158
Teewinot Capital Advisers
New York
$65.8M
CCM
159
Chilton Capital Management
Texas
$65.3M
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$65.3M
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
$65.2M
DCM
162
Donaldson Capital Management
Indiana
$64.5M
PA
163
Pinnacle Associates
New York
$63.8M
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$63.2M
LF
165
Lansforsakringar Fondforvaltning
Sweden
$62.8M
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$62.3M
GIA
167
Gateway Investment Advisers
Ohio
$62.2M
LFG
168
Lazard Frères Gestion
France
$60.9M
RAM
169
Resona Asset Management
Japan
$59.4M
ERSOT
170
Employees Retirement System of Texas
Texas
$59.3M
Mackenzie Financial
171
Mackenzie Financial
Ontario, Canada
$58.6M
Rafferty Asset Management
172
Rafferty Asset Management
New York
$58.2M
AT
173
AMF Tjänstepension
Sweden
$57.6M
SO
174
STRS Ohio
Ohio
$57.5M
State of New Jersey Common Pension Fund D
175
State of New Jersey Common Pension Fund D
New Jersey
$57.2M