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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
AWM
1801
Aries Wealth Management
Maine
$241K
ML
1802
McAdam LLC
Pennsylvania
$240K
RWM
1803
Riverbend Wealth Management
South Carolina
$240K
AWA
1804
AGH Wealth Advisors
Kansas
$240K
GSIAS
1805
Garden State Investment Advisory Services
New Jersey
$240K
FC
1806
Fusion Capital
South Carolina
$240K
BAM
1807
Brave Asset Management
New Jersey
$239K
IHL
1808
Investment House LLC
California
$239K
LI
1809
LifeWealth Investments
Florida
$239K
LCWP
1810
Legacy Capital Wealth Partners
Arkansas
$239K
RIG
1811
RiverFront Investment Group
Virginia
$239K
SFB
1812
STAR Financial Bank
Indiana
$238K
CWM
1813
Centurion Wealth Management
Virginia
$238K
HL
1814
HeadInvest LLC
Maine
$238K
SPWM
1815
Schrum Private Wealth Management
Florida
$237K
KIG
1816
Kennedy Investment Group
New Jersey
$237K
MW
1817
MBL Wealth
North Carolina
$237K
AFA
1818
Allium Financial Advisors
Oregon
$235K
WP
1819
Westmount Partners
California
$234K
XPN
1820
XY Planning Network
Montana
$234K
LWM
1821
Liberty Wealth Management
California
$233K
NCM
1822
Noesis Capital Mangement
Florida
$233K
OTL
1823
Oak Thistle LLC
New York
$233K
JIP
1824
Jaffetilchin Investment Partners
Florida
$233K
RWM
1825
Reston Wealth Management
Virginia
$233K