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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
TFIPS
1901
Towarzystwo Funduszy Inwestycyjnych PZU SA
$202K
EI
1902
eCIO Inc
Wisconsin
$201K
TCOO
1903
Trust Company of Oklahoma
Oklahoma
$201K
SWP
1904
ShoreHaven Wealth Partners
New Jersey
$200K
RMC
1905
Resources Management Corp
Connecticut
$199K
ITIM
1906
Indiana Trust & Investment Management
Indiana
$196K
WR
1907
WD Rutherford
Oregon
$195K
LAMC
1908
Longview Asset Management (California)
California
$195K
SIS
1909
Sound Income Strategies
Florida
$194K
SCM
1910
Silvant Capital Management
Georgia
$191K
SOS
1911
Silver Oak Securities
Tennessee
$191K
GWSG
1912
GPS Wealth Strategies Group
Colorado
$189K
NEWAS
1913
N.E.W. Advisory Services
Wisconsin
$187K
HCMG
1914
Howard Capital Management Group
California
$185K
CWIG
1915
Chung Wu Investment Group
Texas
$183K
HFS
1916
Hantz Financial Services
Michigan
$168K
SAM
1917
Sherman Asset Management
California
$164K
VC
1918
Vestor Capital
Illinois
$163K
PAG
1919
Paladin Advisory Group
Iowa
$163K
OPTFSNA
1920
Old Point Trust & Financial Services N A
Virginia
$158K
GPI
1921
General Partner Inc
Pennsylvania
$156K
WA
1922
Whipplewood Advisors
Colorado
$153K
C
1923
Covestor
United Kingdom
$153K
MEG
1924
Millstone Evans Group
Colorado
$153K
TPWA
1925
Twin Peaks Wealth Advisors
California
$152K