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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 %
AF
1976
Aviso Financial
Ontario, Canada
$73.2K +$2.82K +20 +4%
WA
1977
WPG Advisers
Maryland
$72.5K +$8.45K +60 +13%
GC
1978
Garde Capital
Washington
$72K +$36.2K +257 +101%
BCM
1979
Boreal Capital Management
Florida
$71K +$71K +504 New
PA
1980
Pineridge Advisors
Missouri
$70.4K +$70.4K +500 New
BGC
1981
Beutel, Goodman & Co
Ontario, Canada
$70K -$70K -500 -50%
SC
1982
Solstein Capital
California
$69.4K +$33.4K +237 +93%
AWM
1983
Activest Wealth Management
Florida
$69.3K -$44.1K -313 -39%
CFD
1984
Creative Financial Designs
Indiana
$68K -$7.18K -51 -10%
SL
1985
Salomon & Ludwin
Virginia
$67.9K
AAG
1986
Accordant Advisory Group
Maryland
$66.2K
WW
1987
Winnow Wealth
Texas
$66.2K +$60.3K +428 +1,019%
IUHSA
1988
Itau Unibanco Holding S.A.
Brazil
$65.8K
LI
1989
LRI Investments
Florida
$64.4K +$51.3K +364 +391%
FWM
1990
FSA Wealth Management
Massachusetts
$63.6K +$141 +1 +0.2%
PWA
1991
Provenance Wealth Advisors
Florida
$62.4K
SN
1992
Sittner & Nelson
Oregon
$61K
VWA
1993
VSM Wealth Advisory
Maryland
$60.2K -$49.8K -353 -45%
AA
1994
Ancora Advisors
Ohio
$60K +$18.2K +129 +43%
EAM
1995
Eukles Asset Management
Ohio
$60K -$5.63K -40 -9%
OWA
1996
Opal Wealth Advisors
New York
$59K +$30.6K +217 +107%
OP
1997
ORG Partners
Indiana
$58.8K +$16.2K +115 +38%
TLCM
1998
Twin Lakes Capital Management
California
$57.5K
IAS
1999
IMA Advisory Services
Colorado
$56.1K +$1.41K +10 +3%
FWA
2000
Flagship Wealth Advisors
Massachusetts
$55.8K