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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 %
BBW
1851
Blue Barn Wealth
Utah
$219K +$219K +1,557 New
LC
1852
Landaas & Company
Wisconsin
$218K +$218K +1,546 New
PSB
1853
Piscataqua Savings Bank
New Hampshire
$218K -$4.09K -29 -2%
FC
1854
Financial Council
Maryland
$217K +$217K +1,543 New
BLC
1855
Brown, Lisle/Cummings
Rhode Island
$216K
DAC
1856
Dividend Assets Capital
South Carolina
$216K +$216K +1,531 New
GIA
1857
GHP Investment Advisors
Colorado
$214K -$49.3K -350 -19%
CIC
1858
Carnegie Investment Counsel
Ohio
$212K +$212K +1,508 New
BL
1859
Balentine LLC
Georgia
$212K +$212K +1,508 New
ACP
1860
Aviance Capital Partners
Florida
$212K +$212K +1,507 New
EL
1861
EWA LLC
Pennsylvania
$212K +$212K +1,507 New
GAM
1862
Grandview Asset Management
Pennsylvania
$212K +$212K +1,508 New
BWA
1863
Burt Wealth Advisors
Maryland
$212K +$212K +1,505 New
AFA
1864
Antonelli Financial Advisors
Michigan
$211K -$33.7K -239 -14%
KA
1865
Kearns & Associates
California
$211K +$211K +1,500 New
PCA
1866
Private Capital Advisors
Connecticut
$211K +$211K +1,500 New
PWAM
1867
Private Wealth Asset Management
Iowa
$211K -$4.08K -29 -2%
JEST
1868
JTC Employer Solutions Trustee
Jersey
$211K
CFS
1869
Coordinated Financial Services
Colorado
$210K +$210K +1,490 New
XF
1870
XML Financial
Maryland
$210K +$210K +1,490 New
OFG
1871
Oxford Financial Group
Indiana
$210K +$210K +1,488 New
TWA
1872
TCI Wealth Advisors
Arizona
$209K +$209K +1,483 New
HIP
1873
Harrell Investment Partners
Texas
$208K +$208K +1,480 New
KFA
1874
Krane Funds Advisors
New York
$208K -$80.9K -574 -28%
CCA
1875
Carrera Capital Advisors
Michigan
$207K +$207K +1,471 New