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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 %
MWM
1776
Maltin Wealth Management
New Jersey
$244K -$423 -3 -0.2%
PWP
1777
Precedent Wealth Partners
Texas
$244K
MWM
1778
Massachusetts Wealth Management
Massachusetts
$243K -$3.8K -27 -2%
TAM
1779
Titleist Asset Management
Texas
$243K +$282 +2 +0.1%
SEP
1780
Southland Equity Partners
Missouri
$242K +$242K +1,719 New
HPM
1781
Hoxton Planning & Management
West Virginia
$242K -$2.82K -20 -1%
TWM
1782
TCFG Wealth Management
California
$242K -$156K -1,109 -39%
NAM
1783
NTV Asset Management
West Virginia
$242K +$242K +1,716 New
CBT
1784
Central Bank & Trust
Kentucky
$241K -$78.6K -558 -25%
HFP
1785
Holistic Financial Partners
Indiana
$241K +$241K +1,709 New
AWM
1786
Aries Wealth Management
Maine
$241K +$241K +1,708 New
ML
1787
McAdam LLC
Pennsylvania
$240K +$240K +1,707 New
RWM
1788
Riverbend Wealth Management
South Carolina
$240K +$240K +1,704 New
AWA
1789
AGH Wealth Advisors
Kansas
$240K +$240K +1,703 New
GSIAS
1790
Garden State Investment Advisory Services
New Jersey
$240K +$240K +1,696 New
FC
1791
Fusion Capital
South Carolina
$240K +$240K +1,701 New
BAM
1792
Brave Asset Management
New Jersey
$239K +$239K +1,700 New
IHL
1793
Investment House LLC
California
$239K +$239K +1,700 New
LI
1794
LifeWealth Investments
Florida
$239K +$239K +1,697 New
LCWP
1795
Legacy Capital Wealth Partners
Arkansas
$239K +$239K +1,697 New
RIG
1796
RiverFront Investment Group
Virginia
$239K +$239K +1,696 New
SFB
1797
STAR Financial Bank
Indiana
$238K -$34.7K -246 -13%
CWM
1798
Centurion Wealth Management
Virginia
$238K +$5.21K +37 +2%
HL
1799
HeadInvest LLC
Maine
$238K -$23.5K -167 -9%
SPWM
1800
Schrum Private Wealth Management
Florida
$237K +$237K +1,685 New