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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 %
KIG
1801
Kennedy Investment Group
New Jersey
$237K +$237K +1,682 New
MW
1802
MBL Wealth
North Carolina
$237K +$237K +1,680 New
AFA
1803
Allium Financial Advisors
Oregon
$235K -$7.33K -52 -3%
WP
1804
Westmount Partners
California
$234K +$234K +1,661 New
XPN
1805
XY Planning Network
Montana
$234K +$234K +1,659 New
LWM
1806
Liberty Wealth Management
California
$233K +$233K +1,657 New
NCM
1807
Noesis Capital Mangement
Florida
$233K +$233K +1,655 New
OTL
1808
Oak Thistle LLC
New York
$233K +$233K +1,654 New
JIP
1809
Jaffetilchin Investment Partners
Florida
$233K +$233K +1,652 New
RWM
1810
Reston Wealth Management
Virginia
$233K +$233K +1,652 New
PSCM
1811
Per Stirling Capital Management
Texas
$232K +$232K +1,651 New
MGWM
1812
Marks Group Wealth Management
Minnesota
$232K +$232K +1,649 New
FNC
1813
First National Corp
Massachusetts
$232K +$232K +1,648 New
SP
1814
Stonebrook Private
Michigan
$232K +$232K +1,647 New
4WM
1815
49 Wealth Management
Texas
$232K +$232K +1,645 New
GA
1816
Goldstein Advisors
Wisconsin
$231K -$24.4K -173 -10%
AAG
1817
Armstrong Advisory Group
Massachusetts
$231K -$10K -71 -4%
PHS
1818
Pekin Hardy Strauss
Illinois
$230K +$230K +1,635 New
YDMI
1819
Y.D. More Investments
Israel
$230K -$71.5K -509 -24%
CG
1820
CFO4Life Group
Texas
$230K +$230K +1,630 New
BWCS
1821
Beirne Wealth Consulting Services
Connecticut
$228K +$228K +1,619 New
WIM
1822
Warwick Investment Management
Texas
$228K +$228K +1,617 New
SAM
1823
Secure Asset Management
Michigan
$227K -$16.6K -118 -7%
BFO
1824
Biltmore Family Office
North Carolina
$227K +$227K +1,609 New
EFG
1825
Ethos Financial Group
Pennsylvania
$226K -$41.7K -296 -16%