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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, 758 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
758
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
1901
Hantz Financial Services
Michigan
$168K +$91.8K +651 +121%
SAM
1902
Sherman Asset Management
California
$164K
VC
1903
Vestor Capital
Illinois
$163K -$17M -144,802 -99%
PAG
1904
Paladin Advisory Group
Iowa
$163K
OPTFSNA
1905
Old Point Trust & Financial Services N A
Virginia
$158K +$141K +1,000 +840%
GPI
1906
General Partner Inc
Pennsylvania
$156K
WA
1907
Whipplewood Advisors
Colorado
$153K -$39.6M -280,955 -100%
C
1908
Covestor
United Kingdom
$153K +$25.6K +182 +20%
MEG
1909
Millstone Evans Group
Colorado
$153K
TPWA
1910
Twin Peaks Wealth Advisors
California
$152K +$152K +1,034 New
FMII
1911
Farmers & Merchants Investments Inc
Nebraska
$152K -$423 -3 -0.3%
TFGT
1912
TS Financial Group (TSFG)
Illinois
$150K +$16.4K +116 +12%
ABWM
1913
Alpine Bank Wealth Management
Colorado
$148K -$29.6K -210 -17%
CAM
1914
Creekmur Asset Management
Illinois
$145K
CDIEC
1915
Crédit Industriel et Commercial
France
$141K -$1.06M -7,545 -88%
CB
1916
Centennial Bank
Arkansas
$141K
FFWM
1917
Future Financial Wealth Management
Ohio
$141K
CNBTD
1918
Citizens National Bank Trust Department
Mississippi
$141K
MMG
1919
Monetary Management Group
Missouri
$141K
SWA
1920
SOA Wealth Advisors
New York
$140K -$3.66K -26 -3%
WTA
1921
Washington Trust Advisors
Massachusetts
$137K +$16.8K +119 +14%
NC
1922
NewSquare Capital
Pennsylvania
$135K +$73.4K +521 +119%
CSC
1923
Caldwell Sutter Capital
California
$135K -$2.82K -20 -2%
BWL
1924
Bogart Wealth LLC
Virginia
$135K -$29.2K -207 -18%
MSWA
1925
Marshall & Sterling Wealth Advisors
New York
$133K