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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
JSAM
1951
J. Safra Asset Management
New York
$123K
CW
1952
Cooksen Wealth
Texas
$122K
CMA
1953
Cedar Mountain Advisors
Oregon
$120K
HDIM
1954
Hanson & Doremus Investment Management
Vermont
$114K
HFM
1955
Hartford Financial Management
Connecticut
$114K
SA
1956
SRH Advisors
Kansas
$113K
OIA
1957
Optimum Investment Advisors
Illinois
$113K
PCC
1958
Park Circle Company
Maryland
$113K
AWM
1959
Ameliora Wealth Management
Switzerland
$112K
HWA
1960
HHM Wealth Advisors
Tennessee
$111K
MIM
1961
MTM Investment Management
South Carolina
$111K
GLF
1962
Groupe la Francaise
France
$108K
PMFA
1963
Plante Moran Financial Advisors
Michigan
$107K
TC
1964
Trust Company
Kansas
$106K
OWP
1965
ORG Wealth Partners
Texas
$106K
MAM
1966
Meeder Asset Management
Ohio
$106K
FFO
1967
Fortitude Family Office
Arizona
$106K
SO
1968
Sierra Ocean
California
$104K
CT
1969
Clearstead Trust
Maine
$104K
KA
1970
Kozak & Associates
Colorado
$102K
GWP
1971
Gen-Wealth Partners
Michigan
$101K
1M
1972
1248 Management
Missouri
$100K
DPW
1973
DiNuzzo Private Wealth
Pennsylvania
$99K
BIA
1974
Bell Investment Advisors
California
$94.9K
DI
1975
DAGCO Inc
Ohio
$94.8K