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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 %
CAM
1726
Cozad Asset Management
Illinois
$264K +$16.5K +117 +7%
BHIA
1727
Birch Hill Investment Advisors
Massachusetts
$264K -$14.1K -100 -5%
LWM
1728
LJI Wealth Management
Indiana
$264K
ACA
1729
Atlas Capital Advisors
Wyoming
$264K
LAM
1730
Lifestyle Asset Management
Texas
$263K +$18.5K +131 +8%
OPCM
1731
Osborne Partners Capital Management
California
$262K -$18K -128 -6%
LC
1732
Lavaca Capital
Texas
$262K +$1.69K +12 +0.6%
ACC
1733
Acorn Creek Capital
Colorado
$262K +$12.3K +87 +5%
GIM
1734
Gold Investment Management
Alberta, Canada
$262K
TWP
1735
Tyche Wealth Partners
Texas
$262K +$12.8K +91 +5%
QFW
1736
QTR Family Wealth
Florida
$262K +$262K +1,859 New
JC
1737
JB Capital
Connecticut
$261K +$9.58K +68 +4%
CWS
1738
Cypress Wealth Services
California
$261K +$261K +1,853 New
RAM
1739
Riggs Asset Management
Pennsylvania
$260K +$6.2K +44 +2%
AIM
1740
Athena Investment Management
California
$260K
LAM
1741
Lewis Asset Management
California
$259K +$13.7K +97 +6%
TBWA
1742
Three Bridge Wealth Advisors
California
$257K +$257K +1,827 New
PK
1743
Pflug Koory
Nebraska
$257K
AC
1744
ASB Consultores
Florida
$257K +$257K +1,821 New
DOA
1745
D'Orazio & Associates
Virginia
$256K +$256K +1,820 New
RWP
1746
Revolve Wealth Partners
New Jersey
$256K +$11.4K +81 +5%
KWM
1747
Keebeck Wealth Management
Illinois
$255K +$8.17K +58 +3%
BWM
1748
BlackDiamond Wealth Management
New York
$254K +$254K +1,803 New
BO
1749
Bank OZK
Arkansas
$254K +$9.72K +69 +4%
CCG
1750
Cypress Capital Group
Florida
$254K -$2.68K -19 -1%