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Morgan Stanley

2,154 hedge funds and large institutions have $189B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 875 increasing their positions, 755 reducing their positions, and 113 closing their positions.

Holders
2,154
Holders Change
+88
Holders Change %
+4.26%
% of All Funds
28.91%
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
875
Reduced
755
Closed
113
Calls
$2.79B
Puts
$3.6B
Net Calls
-$805M
Net Calls Change
+$758M
Name Market Value Shares Shares
Change
Shares
Change %
VWA
2076
Valued Wealth Advisors
Utah
$15.3K 109
TCM
2077
Traub Capital Management
Massachusetts
$14.5K 103 +103 New
GCM
2078
Gables Capital Management
Florida
$14.5K 103
NFSG
2079
Newbridge Financial Services Group
Florida
$14.5K 103 +14 +16%
ECM
2080
Estabrook Capital Management
New York
$14.1K 100 -100 -50%
FDW
2081
Fourth Dimension Wealth
Ohio
$14.1K 100
MWM
2082
Mascoma Wealth Management
New Hampshire
$14.1K 100
B
2083
Birchbrook
Maine
$13.3K 94
IWM
2084
IMG Wealth Management
Florida
$13K 92 +92 New
DWM
2085
Darwin Wealth Management
Florida
$12.8K 90
PFG
2086
Putney Financial Group
California
$12.7K 90
HFS
2087
Hughes Financial Services
Virginia
$12.6K 89 +22 +33%
ECM
2088
Eisler Capital Management
United Kingdom
$12.4K 88 -18,863 -100%
ACA
2089
American Capital Advisory
Idaho
$12.4K 88 +35 +66%
LFA
2090
Legend Financial Advisors
Pennsylvania
$12.3K 87 +87 New
CWM
2091
Centricity Wealth Management
Ohio
$12.1K 86
AP
2092
Atwood & Palmer
Missouri
$12K 85
CTWM
2093
Cherry Tree Wealth Management
Minnesota
$11K 78 -112 -59%
KIM
2094
Kestra Investment Management
Texas
$11K 94
T
2095
Tidemark
California
$10.8K 77 +30 +64%
AG
2096
AmeriFlex Group
Nevada
$10.5K 75
FCT
2097
First Community Trust
Iowa
$10.3K 73
QWM
2098
Quaker Wealth Management
New Jersey
$10.2K 72 +72 New
CCMI
2099
Creative Capital Management Investments
California
$10.1K 72
HHGA
2100
Halbert Hargrove Global Advisors
California
$10K 71 -24 -25%