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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 %
BCMLT
2026
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.4K +$12.7K +90 +49%
WTFG
2027
Wood Tarver Financial Group
Idaho
$38K
HHMI
2028
Howard Hughes Medical Institute
Maryland
$37.6K +$37.6K +267 New
BTC
2029
Bank & Trust Company
Illinois
$37.3K
HFS
2030
Hopwood Financial Services
Virginia
$37.2K
DWM
2031
Dogwood Wealth Management
Kansas
$37K +$19.6K +139 +113%
IHWM
2032
Iron Horse Wealth Management
Iowa
$36.5K -$986 -7 -3%
AWM
2033
Abound Wealth Management
Tennessee
$35.5K +$13.1K +93 +58%
RWM
2034
RMG Wealth Management
Wisconsin
$35K +$35K +248 New
RIA
2035
Realta Investment Advisors
Delaware
$34.4K -$18.7K -133 -35%
MSG
2036
Main Street Group
Virginia
$33.7K -$9.58K -68 -22%
MWM
2037
MorganRosel Wealth Management
Colorado
$32.7K
BT
2038
Banque Transatlantique
France
$32.6K -$4.54M -32,068 -99%
CFS
2039
Compass Financial Services
Iowa
$32.3K +$32.3K +229 New
IWP
2040
IAG Wealth Partners
Wisconsin
$30.8K
T
2041
Transce3nd
Texas
$30.1K -$12.4K -88 -29%
FMTCOCP
2042
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K
BFS
2043
Bare Financial Services
Pennsylvania
$29.9K +$1.83K +13 +7%
CPG
2044
Cornerstone Planning Group
New Jersey
$28.7K -$23K -164 -45%
WOSD
2045
WFA of San Diego
California
$28.2K +$28.2K +200 New
SMFG
2046
Sumitomo Mitsui Financial Group
Japan
$28.1K +$28.1K +200 New
AW
2047
Avion Wealth
Texas
$28K +$8.16K +58 +41%
AWM
2048
Accredited Wealth Management
Kentucky
$27K -$116K -822 -81%
KSWA
2049
Kathleen S. Wright Associates
Pennsylvania
$27K
HWP
2050
Highline Wealth Partners
California
$27K +$2.26K +16 +9%