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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
28.99%
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 %
DIP
1751
Davis Investment Partners
North Carolina
$254K -$34K -241 -12%
PMG
1752
ProVise Management Group
Florida
$254K -$4.65K -33 -2%
RC
1753
Reik & Co
New York
$254K
NCM
1754
Neumann Capital Management
California
$254K
EW
1755
Entruity Wealth
California
$254K
LF
1756
Lantz Financial
Illinois
$254K +$11.3K +80 +5%
WHG
1757
Westwood Holdings Group
Texas
$253K +$253K +1,793 New
PCA
1758
Purkiss Capital Advisors
Connecticut
$252K +$252K +1,793 New
FAM
1759
Flaharty Asset Management
Florida
$252K -$10.6K -75 -4%
RCM
1760
RB Capital Management
Nevada
$252K +$252K +1,792 New
APWA
1761
Atlas Private Wealth Advisors
New Jersey
$252K +$252K +1,791 New
SFG
1762
Sterling Financial Group
California
$252K
FFC
1763
Frederick Financial Consultants
Maryland
$251K +$251K +1,783 New
LWM
1764
LeConte Wealth Management
Tennessee
$250K +$250K +1,775 New
WBC
1765
West Branch Capital
Massachusetts
$250K +$204K +1,445 +439%
WA
1766
WealthTrust Axiom
Pennsylvania
$249K
CWA
1767
CM Wealth Advisors
Ohio
$249K
NQWM
1768
Northwest Quadrant Wealth Management
Oregon
$248K +$563 +4 +0.2%
GGI
1769
Godsey & Gibb Inc
Virginia
$247K
WAM
1770
Weatherly Asset Management
California
$246K +$3.94K +28 +2%
RA
1771
Rise Advisors
New York
$245K +$1.69K +12 +0.7%
RPSA
1772
Richard P. Slaughter Associates
Texas
$245K -$268K -1,905 -52%
GFA
1773
Grunden Financial Advisory
Texas
$245K
BPW
1774
Bingham Private Wealth
California
$245K -$18.2K -129 -7%
WA
1775
WP Advisors
California
$245K +$245K +1,736 New