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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
AI
1726
Auour Investments
Massachusetts
$270K
CWA
1727
Consilio Wealth Advisors
Washington
$270K
KCM
1728
Kanawha Capital Management
Virginia
$270K
BF
1729
Brucke Financial
Indiana
$269K
NSB
1730
Norway Savings Bank
Maine
$269K
CF
1731
Claris Financial
Virginia
$268K
LC
1732
LCNB Corp
Ohio
$268K
AT
1733
American Trust
Kentucky
$268K
PFM
1734
Patton Fund Management
Texas
$267K
GAM
1735
Gemmer Asset Management
California
$267K
WMA
1736
Wealth Management Associates
New Jersey
$267K
SSC
1737
Syverson Strege & Co
Iowa
$266K
PHAM
1738
Palisades Hudson Asset Management
Florida
$265K
CC
1739
Chicago Capital
Illinois
$264K
GLLW
1740
Graves Light Lenhart Wealth
Virginia
$264K
CAM
1741
Cozad Asset Management
Illinois
$264K
BHIA
1742
Birch Hill Investment Advisors
Massachusetts
$264K
ACA
1743
Atlas Capital Advisors
Wyoming
$264K
LWM
1744
LJI Wealth Management
Indiana
$264K
LAM
1745
Lifestyle Asset Management
Texas
$263K
OPCM
1746
Osborne Partners Capital Management
California
$262K
LC
1747
Lavaca Capital
Texas
$262K
ACC
1748
Acorn Creek Capital
Colorado
$262K
GIM
1749
Gold Investment Management
Alberta, Canada
$262K
TWP
1750
Tyche Wealth Partners
Texas
$262K