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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
FNWA
2026
Financial Network Wealth Advisors
Utah
$50.1K
OW
2027
Olistico Wealth
Oklahoma
$49.9K
BHWM
2028
Beaird Harris Wealth Management
Texas
$48.7K
QL
2029
Quarry LP
New York
$48K
DFA
2030
DHJJ Financial Advisors
Illinois
$47.6K
T
2031
TOBAM
France
$43K
AEPWM
2032
Atlantic Edge Private Wealth Management
Florida
$43K
PWA
2033
Physician Wealth Advisors
Utah
$42.9K
AIM
2034
Access Investment Management
Georgia
$42.7K
MCA
2035
Maryland Capital Advisors
Maryland
$42.3K
CBT
2036
CoreFirst Bank & Trust
Kansas
$42.3K
SRCM
2037
Signature Resources Capital Management
California
$41.4K
AP
2038
Aspect Partners
Virginia
$41K
MWA
2039
Miller Wealth Advisors
Colorado
$40.1K
BAM
2040
Byrne Asset Management
New Jersey
$40K
TFG
2041
Team Financial Group
California
$38.9K
PPA
2042
Painted Porch Advisors
California
$38.7K
CWM
2043
Crowley Wealth Management
Delaware
$38.5K
BCMLT
2044
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.4K
WTFG
2045
Wood Tarver Financial Group
Idaho
$38K
HHMI
2046
Howard Hughes Medical Institute
Maryland
$37.6K
BTC
2047
Bank & Trust Company
Illinois
$37.3K
HFS
2048
Hopwood Financial Services
Virginia
$37.2K
DWM
2049
Dogwood Wealth Management
Kansas
$37K
IHWM
2050
Iron Horse Wealth Management
Iowa
$36.5K