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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 %
CT
1876
Colonial Trust
South Carolina
$207K +$3.52K +25 +2%
TIA
1877
Traphagen Investment Advisors
New Jersey
$206K +$206K +1,465 New
LRIC
1878
Long Road Investment Counsel
Michigan
$206K +$206K +1,461 New
FGA
1879
Fortis Group Advisors
New Jersey
$206K +$206K +1,444 New
RWI
1880
Red Wave Investments
Pennsylvania
$205K +$205K +1,452 New
AIA
1881
AssuredPartners Investment Advisors
Florida
$204K -$46.6K -331 -19%
CWS
1882
Confluence Wealth Services
Pennsylvania
$203K +$203K +1,443 New
CT
1883
Chicago Trust
Illinois
$203K -$102K -721 -33%
EWA
1884
Evolution Wealth Advisors
Florida
$202K +$202K +1,437 New
EWM
1885
EPG Wealth Management
Georgia
$202K +$202K +1,435 New
TFIPS
1886
Towarzystwo Funduszy Inwestycyjnych PZU SA
$202K
EI
1887
eCIO Inc
Wisconsin
$201K -$1.55K -11 -0.8%
TCOO
1888
Trust Company of Oklahoma
Oklahoma
$201K +$201K +1,426 New
SWP
1889
ShoreHaven Wealth Partners
New Jersey
$200K +$200K +1,420 New
RMC
1890
Resources Management Corp
Connecticut
$199K
ITIM
1891
Indiana Trust & Investment Management
Indiana
$196K
WR
1892
WD Rutherford
Oregon
$195K +$195K +1,385 New
LAMC
1893
Longview Asset Management (California)
California
$195K
SIS
1894
Sound Income Strategies
Florida
$194K +$37.2K +264 +24%
SCM
1895
Silvant Capital Management
Georgia
$191K
SOS
1896
Silver Oak Securities
Tennessee
$191K +$16.2K +115 +9%
GWSG
1897
GPS Wealth Strategies Group
Colorado
$189K +$986 +7 +0.5%
NEWAS
1898
N.E.W. Advisory Services
Wisconsin
$187K -$432K -3,070 -70%
HCMG
1899
Howard Capital Management Group
California
$185K
CWIG
1900
Chung Wu Investment Group
Texas
$183K +$183K +1,300 New