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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 %
TIM
2001
Tortoise Investment Management
New York
$54.2K +$7.32K +52 +16%
MFT
2002
Moisand Fitzgerald Tamayo
Florida
$53.1K
PSFG
2003
Park Square Financial Group
Georgia
$52.4K +$2.68K +19 +5%
RF
2004
Roxbury Financial
New Jersey
$52.2K +$282 +2 +0.5%
NC
2005
North Capital
Utah
$51.4K
EIM
2006
Essex Investment Management
Massachusetts
$51.1K
ETS
2007
ESL Trust Services
New York
$50.7K
FNWA
2008
Financial Network Wealth Advisors
Utah
$50.1K
OW
2009
Olistico Wealth
Oklahoma
$49.9K +$28.2K +200 +130%
BHWM
2010
Beaird Harris Wealth Management
Texas
$48.7K +$2.25K +16 +5%
QL
2011
Quarry LP
New York
$48K -$26.9K -191 -36%
DFA
2012
DHJJ Financial Advisors
Illinois
$47.6K
T
2013
TOBAM
France
$43K +$43K +308 New
AEPWM
2014
Atlantic Edge Private Wealth Management
Florida
$43K +$7.04K +50 +20%
PWA
2015
Physician Wealth Advisors
Utah
$42.9K +$1.13K +8 +3%
AIM
2016
Access Investment Management
Georgia
$42.7K +$42.7K +303 New
MCA
2017
Maryland Capital Advisors
Maryland
$42.3K
CBT
2018
CoreFirst Bank & Trust
Kansas
$42.3K +$42.3K +300 New
SRCM
2019
Signature Resources Capital Management
California
$41.4K +$41.4K +294 New
AP
2020
Aspect Partners
Virginia
$41K +$15.8K +112 +63%
MWA
2021
Miller Wealth Advisors
Colorado
$40.1K
BAM
2022
Byrne Asset Management
New Jersey
$40K
TFG
2023
Team Financial Group
California
$38.9K +$38.9K +276 New
PPA
2024
Painted Porch Advisors
California
$38.7K -$5.92K -42 -13%
CWM
2025
Crowley Wealth Management
Delaware
$38.5K