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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
AWM
2001
Activest Wealth Management
Florida
$69.3K
CFD
2002
Creative Financial Designs
Indiana
$68K
SL
2003
Salomon & Ludwin
Virginia
$67.9K
AAG
2004
Accordant Advisory Group
Maryland
$66.2K
WW
2005
Winnow Wealth
Texas
$66.2K
IUHSA
2006
Itau Unibanco Holding S.A.
Brazil
$65.8K
LI
2007
LRI Investments
Florida
$64.4K
FWM
2008
FSA Wealth Management
Massachusetts
$63.6K
PWA
2009
Provenance Wealth Advisors
Florida
$62.4K
SN
2010
Sittner & Nelson
Oregon
$61K
VWA
2011
VSM Wealth Advisory
Maryland
$60.2K
AA
2012
Ancora Advisors
Ohio
$60K
EAM
2013
Eukles Asset Management
Ohio
$60K
OWA
2014
Opal Wealth Advisors
New York
$59K
OP
2015
ORG Partners
Indiana
$58.8K
TLCM
2016
Twin Lakes Capital Management
California
$57.5K
IAS
2017
IMA Advisory Services
Colorado
$56.1K
FWA
2018
Flagship Wealth Advisors
Massachusetts
$55.8K
TIM
2019
Tortoise Investment Management
New York
$54.2K
MFT
2020
Moisand Fitzgerald Tamayo
Florida
$53.1K
PSFG
2021
Park Square Financial Group
Georgia
$52.4K
RF
2022
Roxbury Financial
New Jersey
$52.2K
NC
2023
North Capital
Utah
$51.4K
EIM
2024
Essex Investment Management
Massachusetts
$51.1K
ETS
2025
ESL Trust Services
New York
$50.7K