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Morgan Stanley
MS

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$299M
2
Marshall Wace
Marshall Wace
United Kingdom
+$253M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$250M
4
UBS AM
UBS AM
Illinois
+$217M
5
Squarepoint
Squarepoint
New York
+$209M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$568M
2
Millennium Management
Millennium Management
New York
-$521M
3
State Street
State Street
Massachusetts
-$426M
4
Barclays
Barclays
United Kingdom
-$414M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1826
Channel Wealth
California
$226K +$226K +1,607 New
BSG
1827
Black Swift Group
Colorado
$226K +$226K +1,607 New
KMWM
1828
Keudell/Morrison Wealth Management
Oregon
$226K +$226K +1,606 New
MTWM
1829
Masso Torrence Wealth Management
New Jersey
$226K +$226K +1,601 New
CC
1830
Constitution Capital
Connecticut
$225K -$352K -2,500 -61%
GPFA
1831
Game Plan Financial Advisors
Ohio
$225K – – –
OCM
1832
Objective Capital Management
Ohio
$225K +$225K +1,600 New
MFS
1833
McNamara Financial Services
Massachusetts
$225K +$225K +1,600 New
KFGK
1834
Keystone Financial Group (Kentucky)
Kentucky
$225K +$225K +1,597 New
EBSAM
1835
Eubel Brady & Suttman Asset Management
Ohio
$225K +$225K +1,597 New
WCFA
1836
Walkner Condon Financial Advisors
Wisconsin
$225K +$225K +1,596 New
FCA
1837
FLC Capital Advisors
California
$225K +$225K +1,595 New
RA
1838
Ransom Advisory
Rhode Island
$225K – – –
FIC
1839
FCG Investment Company
Tennessee
$225K +$225K +1,594 New
MAM
1840
MWA Asset Management
Massachusetts
$224K +$224K +1,591 New
CIM
1841
Cambria Investment Management
California
$223K +$223K +1,581 New
YWM
1842
Yardley Wealth Management
Pennsylvania
$222K +$222K +1,576 New
WTB
1843
Washington Trust Bank
Washington
$222K +$222K +1,574 New
VP
1844
Verum Partners
North Carolina
$221K +$221K +1,569 New
VFG
1845
Valley Financial Group
Pennsylvania
$220K +$220K +1,562 New
HFM
1846
Harvest Fund Management
China
$220K -$165K -1,173 -43%
CPA
1847
Capital Performance Advisors
California
$220K +$220K +1,562 New
TFM
1848
TFC Financial Management
Massachusetts
$220K +$1.13K +8 +0.5%
REMPR
1849
Roof Eidam Maycock Peralta (REMP)
California
$220K +$220K +1,560 New
BGAI
1850
Bruce G. Allen Investments
Colorado
$219K +$2.54K +18 +1%
72 73
74
75 76