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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
QFW
1751
QTR Family Wealth
Florida
$262K
JC
1752
JB Capital
Connecticut
$261K
CWS
1753
Cypress Wealth Services
California
$261K
RAM
1754
Riggs Asset Management
Pennsylvania
$260K
AIM
1755
Athena Investment Management
California
$260K
LAM
1756
Lewis Asset Management
California
$259K
TBWA
1757
Three Bridge Wealth Advisors
California
$257K
PK
1758
Pflug Koory
Nebraska
$257K
AC
1759
ASB Consultores
Florida
$257K
DOA
1760
D'Orazio & Associates
Virginia
$256K
RWP
1761
Revolve Wealth Partners
New Jersey
$256K
KWM
1762
Keebeck Wealth Management
Illinois
$255K
BWM
1763
BlackDiamond Wealth Management
New York
$254K
BO
1764
Bank OZK
Arkansas
$254K
CCG
1765
Cypress Capital Group
Florida
$254K
DIP
1766
Davis Investment Partners
North Carolina
$254K
PMG
1767
ProVise Management Group
Florida
$254K
NCM
1768
Neumann Capital Management
California
$254K
RC
1769
Reik & Co
New York
$254K
EW
1770
Entruity Wealth
California
$254K
LF
1771
Lantz Financial
Illinois
$254K
WHG
1772
Westwood Holdings Group
Texas
$253K
PCA
1773
Purkiss Capital Advisors
Connecticut
$252K
FAM
1774
Flaharty Asset Management
Florida
$252K
RCM
1775
RB Capital Management
Nevada
$252K