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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
RS
1976
Rakuten Securities
Japan
$94.5K
RFS
1977
Richardson Financial Services
Massachusetts
$94.1K
HIMS
1978
Hager Investment Management Services
New Hampshire
$93.1K
USB
1979
Union Savings Bank
Connecticut
$92.5K
CAM
1980
Close Asset Management
United Kingdom
$92K
EPAM
1981
Evelyn Partners Asset Management
$92K
JWA
1982
JFS Wealth Advisors
Pennsylvania
$86.6K
LFA
1983
Livelsberger Financial Advisory
Ohio
$86.4K
PAM
1984
Parvin Asset Management
South Dakota
$84.5K
HCM
1985
Horrell Capital Management
Arkansas
$82.1K
MIA
1986
MeadowBrook Investment Advisors
Michigan
$81K
FUBT
1987
First United Bank & Trust
Maryland
$80K
BL
1988
BFSG LLC
California
$78.9K
SFA
1989
Semmax Financial Advisors
North Carolina
$78.5K
MMCM
1990
Murphy & Mullick Capital Management
New York
$77.9K
CIAS
1991
CBIZ Investment Advisory Services
Ohio
$75.8K
DWA
1992
Delos Wealth Advisors
Texas
$74.8K
CW
1993
Curio Wealth
Maryland
$74.2K
AF
1994
Aviso Financial
Ontario, Canada
$73.2K
WA
1995
WPG Advisers
Maryland
$72.5K
GC
1996
Garde Capital
Washington
$72K
BCM
1997
Boreal Capital Management
Florida
$71K
PA
1998
Pineridge Advisors
Missouri
$70.4K
BGC
1999
Beutel, Goodman & Co
Ontario, Canada
$70K
SC
2000
Solstein Capital
California
$69.4K