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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
State of New Jersey Common Pension Fund D
176
State of New Jersey Common Pension Fund D
New Jersey
$57.2M
BS
177
Banco Santander
Spain
$55.7M
SSA
178
Schonfeld Strategic Advisors
New York
$55.6M
AM
179
AGF Management
Ontario, Canada
$54.4M
ClearBridge Investments
180
ClearBridge Investments
New York
$54.2M
Capital Fund Management (CFM)
181
Capital Fund Management (CFM)
France
$54.2M
TAM
182
Todd Asset Management
Kentucky
$53.9M
Man Group
183
Man Group
United Kingdom
$52.4M
BCM
184
Basswood Capital Management
New York
$52M
SP
185
Sarasin & Partners
United Kingdom
$51.8M
ELC
186
Edgar Lomax Company
Virginia
$50.7M
OIAM
187
OFI Invest Asset Management
France
$50.6M
FT
188
Fiduciary Trust
Massachusetts
$50.5M
QCM
189
Quantinno Capital Management
New York
$50.1M
ASRS
190
Arizona State Retirement System
Arizona
$49.8M
FWCM
191
Ferguson Wellman Capital Management
Oregon
$49.3M
SG Americas Securities
192
SG Americas Securities
New York
$48.9M
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$48.4M
Comerica Bank
194
Comerica Bank
Texas
$48.3M
TRSOTSOK
195
Teachers Retirement System of the State of Kentucky
Kentucky
$48M
SOMRS
196
State of Michigan Retirement System
Michigan
$47.3M
GI
197
Gradient Investments
Minnesota
$46.7M
DK
198
DJE Kapital
Germany
$46.7M
FMI
199
Factory Mutual Insurance
Massachusetts
$46.3M
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$46.1M