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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 %
AIC
2051
Archer Investment Corporation
Indiana
$26.9K +$141 +1 +0.5%
EPIMS
2052
Evelyn Partners Investment Management Services
$26.1K -$375K -2,587 -93%
SC
2053
Stephens Consulting
Michigan
$25.5K +$7.89K +56 +45%
PGAM
2054
Princeton Global Asset Management
New Jersey
$25.2K +$21.8K +155 +646%
PWMG
2055
Private Wealth Management Group
New Jersey
$25.1K
TWD
2056
True Wealth Design
Ohio
$25.1K +$282 +2 +1%
DF
2057
Dunhill Financial
United Kingdom
$24.7K +$8.32K +59 +51%
RTL
2058
Red Tortoise LLC
Georgia
$24.6K +$141 +1 +0.6%
KG
2059
Kilter Group
New York
$24.1K +$24.1K +171 New
FPB
2060
First PREMIER Bank
South Dakota
$22K
AT
2061
Arlington Trust
Alabama
$20.8K +$18.5K +131 +771%
WCM
2062
WealthTrak Capital Management
Virginia
$20.4K +$9.3K +66 +84%
1L
2063
10Elms LLP
Oklahoma
$20.1K
MSFP
2064
Mark Sheptoff Financial Planning
Connecticut
$19.6K +$6.06K +43 +45%
MAWAG
2065
Mid-American Wealth Advisory Group
Missouri
$19.6K +$19.6K +139 New
MBFW
2066
Morton Brown Family Wealth
Pennsylvania
$19K -$2.82K -20 -13%
PCM
2067
Penserra Capital Management
California
$19K
RF
2068
Rossby Financial
Florida
$17.9K +$4.79K +34 +37%
VFM
2069
Vision Financial Markets
Connecticut
$17.5K
KTC
2070
Kentucky Trust Company
Kentucky
$16.8K
LFA
2071
LGT Financial Advisors
Texas
$16.3K +$16.3K +116 New
HNW
2072
High Note Wealth
Minnesota
$15.9K -$282 -2 -2%
GWS
2073
Greykasell Wealth Strategies
California
$15.8K
FLFS
2074
Family Legacy Financial Solutions
North Carolina
$15.7K +$15.7K +111 New
FPF
2075
First Pacific Financial
Washington
$15.6K