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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
WCFA
1851
Walkner Condon Financial Advisors
Wisconsin
$225K
FCA
1852
FLC Capital Advisors
California
$225K
RA
1853
Ransom Advisory
Rhode Island
$225K
FIC
1854
FCG Investment Company
Tennessee
$225K
MAM
1855
MWA Asset Management
Massachusetts
$224K
CIM
1856
Cambria Investment Management
California
$223K
YWM
1857
Yardley Wealth Management
Pennsylvania
$222K
WTB
1858
Washington Trust Bank
Washington
$222K
VP
1859
Verum Partners
North Carolina
$221K
VFG
1860
Valley Financial Group
Pennsylvania
$220K
HFM
1861
Harvest Fund Management
China
$220K
CPA
1862
Capital Performance Advisors
California
$220K
TFM
1863
TFC Financial Management
Massachusetts
$220K
REMPR
1864
Roof Eidam Maycock Peralta (REMP)
California
$220K
BGAI
1865
Bruce G. Allen Investments
Colorado
$219K
BBW
1866
Blue Barn Wealth
Utah
$219K
LC
1867
Landaas & Company
Wisconsin
$218K
PSB
1868
Piscataqua Savings Bank
New Hampshire
$218K
FC
1869
Financial Council
Maryland
$217K
BLC
1870
Brown, Lisle/Cummings
Rhode Island
$216K
DAC
1871
Dividend Assets Capital
South Carolina
$216K
GIA
1872
GHP Investment Advisors
Colorado
$214K
CIC
1873
Carnegie Investment Counsel
Ohio
$212K
BL
1874
Balentine LLC
Georgia
$212K
ACP
1875
Aviance Capital Partners
Florida
$212K