MS icon

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
FMII
1926
Farmers & Merchants Investments Inc
Nebraska
$152K
TFGT
1927
TS Financial Group (TSFG)
Illinois
$150K
ABWM
1928
Alpine Bank Wealth Management
Colorado
$148K
DCBT
1929
Dakota Community Bank & Trust
North Dakota
$148K
CAM
1930
Creekmur Asset Management
Illinois
$145K
CIEC
1931
Crédit Industriel et Commercial
France
$141K
MMG
1932
Monetary Management Group
Missouri
$141K
FFWM
1933
Future Financial Wealth Management
Ohio
$141K
CNBTD
1934
Citizens National Bank Trust Department
Mississippi
$141K
CB
1935
Centennial Bank
Arkansas
$141K
SWA
1936
SOA Wealth Advisors
New York
$140K
WTA
1937
Washington Trust Advisors
Massachusetts
$137K
NC
1938
NewSquare Capital
Pennsylvania
$135K
CSC
1939
Caldwell Sutter Capital
California
$135K
BWL
1940
Bogart Wealth LLC
Virginia
$135K
MSWA
1941
Marshall & Sterling Wealth Advisors
New York
$133K
GG
1942
Gleason Group
Kentucky
$131K
OAJ
1943
Ogorek Anthony Joseph
New York
$131K
FFC
1944
First Financial Corp
Indiana
$130K
MCM
1945
MV Capital Management
Maryland
$130K
WSC
1946
Wellington Shields & Co
New York
$128K
HCM
1947
Hollencrest Capital Management
California
$126K
TIM
1948
Thompson Investment Management
Wisconsin
$125K
CAM
1949
Chesapeake Asset Management
New York
$125K
CWM
1950
Cranbrook Wealth Management
Michigan
$123K