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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
APWA
1776
Atlas Private Wealth Advisors
New Jersey
$252K
SFG
1777
Sterling Financial Group
California
$252K
FFC
1778
Frederick Financial Consultants
Maryland
$251K
LWM
1779
LeConte Wealth Management
Tennessee
$250K
WBC
1780
West Branch Capital
Massachusetts
$250K
WA
1781
WealthTrust Axiom
Pennsylvania
$249K
CWA
1782
CM Wealth Advisors
Ohio
$249K
NQWM
1783
Northwest Quadrant Wealth Management
Oregon
$248K
GGI
1784
Godsey & Gibb Inc
Virginia
$247K
WAM
1785
Weatherly Asset Management
California
$246K
RA
1786
Rise Advisors
New York
$245K
RPSA
1787
Richard P. Slaughter Associates
Texas
$245K
GFA
1788
Grunden Financial Advisory
Texas
$245K
BPW
1789
Bingham Private Wealth
California
$245K
WA
1790
WP Advisors
California
$245K
MWM
1791
Maltin Wealth Management
New Jersey
$244K
PWP
1792
Precedent Wealth Partners
Texas
$244K
MWM
1793
Massachusetts Wealth Management
Massachusetts
$243K
TAM
1794
Titleist Asset Management
Texas
$243K
SEP
1795
Southland Equity Partners
Missouri
$242K
HPM
1796
Hoxton Planning & Management
West Virginia
$242K
TWM
1797
TCFG Wealth Management
California
$242K
NAM
1798
NTV Asset Management
West Virginia
$242K
CBT
1799
Central Bank & Trust
Kentucky
$241K
HFP
1800
Holistic Financial Partners
Indiana
$241K