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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 %
GG
1926
Gleason Group
Kentucky
$131K +$986 +7 +0.8%
OAJ
1927
Ogorek Anthony Joseph
New York
$131K +$24.5K +175 +23%
FFC
1928
First Financial Corp
Indiana
$130K
MCM
1929
MV Capital Management
Maryland
$130K -$141 -1 -0.1%
WSC
1930
Wellington Shields & Co
New York
$128K +$28.2K +200 +28%
HCM
1931
Hollencrest Capital Management
California
$126K +$422 +3 +0.3%
TIM
1932
Thompson Investment Management
Wisconsin
$125K -$25.8K -183 -17%
CWM
1933
Cranbrook Wealth Management
Michigan
$123K +$13.1K +93 +12%
CW
1934
Cooksen Wealth
Texas
$122K -$5.35K -38 -4%
CMA
1935
Cedar Mountain Advisors
Oregon
$120K +$704 +5 +0.6%
HDIM
1936
Hanson & Doremus Investment Management
Vermont
$114K
HFM
1937
Hartford Financial Management
Connecticut
$114K -$15.4K -109 -12%
SA
1938
SRH Advisors
Kansas
$113K +$704 +5 +0.6%
OIA
1939
Optimum Investment Advisors
Illinois
$113K
PCC
1940
Park Circle Company
Maryland
$113K
AWM
1941
Ameliora Wealth Management
Switzerland
$112K
HWA
1942
HHM Wealth Advisors
Tennessee
$111K -$25.2K -179 -19%
MIM
1943
MTM Investment Management
South Carolina
$111K +$111K +786 New
GLF
1944
Groupe la Francaise
France
$108K +$27.7K +197 +34%
PMFA
1945
Plante Moran Financial Advisors
Michigan
$107K +$1.27K +9 +1%
TC
1946
Trust Company
Kansas
$106K
OWP
1947
ORG Wealth Partners
Texas
$106K -$11.3K -80 -10%
MAM
1948
Meeder Asset Management
Ohio
$106K +$15.2K +108 +17%
FFO
1949
Fortitude Family Office
Arizona
$106K +$24.4K +173 +30%
SO
1950
Sierra Ocean
California
$104K +$3.1K +22 +3%