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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
PSCM
1826
Per Stirling Capital Management
Texas
$232K
MGWM
1827
Marks Group Wealth Management
Minnesota
$232K
FNC
1828
First National Corp
Massachusetts
$232K
SP
1829
Stonebrook Private
Michigan
$232K
4WM
1830
49 Wealth Management
Texas
$232K
GA
1831
Goldstein Advisors
Wisconsin
$231K
AAG
1832
Armstrong Advisory Group
Massachusetts
$231K
PHS
1833
Pekin Hardy Strauss
Illinois
$230K
YDMI
1834
Y.D. More Investments
Israel
$230K
CG
1835
CFO4Life Group
Texas
$230K
BWCS
1836
Beirne Wealth Consulting Services
Connecticut
$228K
WIM
1837
Warwick Investment Management
Texas
$228K
SAM
1838
Secure Asset Management
Michigan
$227K
BFO
1839
Biltmore Family Office
North Carolina
$227K
EFG
1840
Ethos Financial Group
Pennsylvania
$226K
BSG
1841
Black Swift Group
Colorado
$226K
CW
1842
Channel Wealth
California
$226K
KMWM
1843
Keudell/Morrison Wealth Management
Oregon
$226K
MTWM
1844
Masso Torrence Wealth Management
New Jersey
$226K
CC
1845
Constitution Capital
Connecticut
$225K
GPFA
1846
Game Plan Financial Advisors
Ohio
$225K
MFS
1847
McNamara Financial Services
Massachusetts
$225K
OCM
1848
Objective Capital Management
Ohio
$225K
KFGK
1849
Keystone Financial Group (Kentucky)
Kentucky
$225K
EBSAM
1850
Eubel Brady & Suttman Asset Management
Ohio
$225K