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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
29%
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 %
CT
1951
Clearstead Trust
Maine
$104K -$47.9K -340 -32%
KA
1952
Kozak & Associates
Colorado
$102K +$849 +6 +0.8%
GWP
1953
Gen-Wealth Partners
Michigan
$101K
1M
1954
1248 Management
Missouri
$100K -$41.7K -296 -29%
DPW
1955
DiNuzzo Private Wealth
Pennsylvania
$99K +$43.2K +307 +78%
BIA
1956
Bell Investment Advisors
California
$94.9K +$10.3K +73 +12%
DI
1957
DAGCO Inc
Ohio
$94.8K +$86.3K +613 +1,022%
RS
1958
Rakuten Securities
Japan
$94.5K -$65.2K -463 -41%
RFS
1959
Richardson Financial Services
Massachusetts
$94.1K +$14.5K +103 +18%
HIMS
1960
Hager Investment Management Services
New Hampshire
$93.1K
USB
1961
Union Savings Bank
Connecticut
$92.5K
CAM
1962
Close Asset Management
United Kingdom
$92K +$63.7K +450 +225%
EPAM
1963
Evelyn Partners Asset Management
$92K -$6.39M -45,389 -99%
JWA
1964
JFS Wealth Advisors
Pennsylvania
$86.6K -$8.73K -62 -9%
LFA
1965
Livelsberger Financial Advisory
Ohio
$86.4K +$86.4K +613 New
PAM
1966
Parvin Asset Management
South Dakota
$84.5K +$79K +561 +1,438%
HCM
1967
Horrell Capital Management
Arkansas
$82.1K
MIA
1968
MeadowBrook Investment Advisors
Michigan
$81K
FUBT
1969
First United Bank & Trust
Maryland
$80K
BL
1970
BFSG LLC
California
$78.9K
SFA
1971
Semmax Financial Advisors
North Carolina
$78.5K
MMCM
1972
Murphy & Mullick Capital Management
New York
$77.9K +$9.49K +76 +14%
CIAS
1973
CBIZ Investment Advisory Services
Ohio
$75.8K +$46.1K +327 +155%
DWA
1974
Delos Wealth Advisors
Texas
$74.8K +$74.8K +531 New
CW
1975
Curio Wealth
Maryland
$74.2K +$74K +525 +26,250%