MS icon

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
2051
Abound Wealth Management
Tennessee
$35.5K
RWM
2052
RMG Wealth Management
Wisconsin
$35K
RIA
2053
Realta Investment Advisors
Delaware
$34.4K
MSG
2054
Main Street Group
Virginia
$33.7K
MWM
2055
MorganRosel Wealth Management
Colorado
$32.7K
BT
2056
Banque Transatlantique
France
$32.6K
CFS
2057
Compass Financial Services
Iowa
$32.3K
IWP
2058
IAG Wealth Partners
Wisconsin
$30.8K
T
2059
Transce3nd
Texas
$30.1K
FMTCOCP
2060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K
BFS
2061
Bare Financial Services
Pennsylvania
$29.9K
CPG
2062
Cornerstone Planning Group
New Jersey
$28.7K
WOSD
2063
WFA of San Diego
California
$28.2K
SMFG
2064
Sumitomo Mitsui Financial Group
Japan
$28.1K
AW
2065
Avion Wealth
Texas
$28K
AWM
2066
Accredited Wealth Management
Kentucky
$27K
KSWA
2067
Kathleen S. Wright Associates
Pennsylvania
$27K
HWP
2068
Highline Wealth Partners
California
$26.9K
AIC
2069
Archer Investment Corporation
Indiana
$26.9K
EPIMS
2070
Evelyn Partners Investment Management Services
$26.1K
SC
2071
Stephens Consulting
Michigan
$25.5K
PGAM
2072
Princeton Global Asset Management
New Jersey
$25.2K
PWMG
2073
Private Wealth Management Group
New Jersey
$25.1K
TWD
2074
True Wealth Design
Ohio
$25.1K
DF
2075
Dunhill Financial
United Kingdom
$24.7K