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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, 757 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
28.99%
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
757
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
2076
Frazier Financial Advisors
Ohio
$15.4K
VWA
2077
Valued Wealth Advisors
Utah
$15.3K
TCM
2078
Traub Capital Management
Massachusetts
$14.5K +$14.5K +103 New
GCM
2079
Gables Capital Management
Florida
$14.5K
NFSG
2080
Newbridge Financial Services Group
Florida
$14.5K +$1.97K +14 +16%
ECM
2081
Estabrook Capital Management
New York
$14.1K -$14.1K -100 -50%
FDW
2082
Fourth Dimension Wealth
Ohio
$14.1K
MWM
2083
Mascoma Wealth Management
New Hampshire
$14.1K
B
2084
Birchbrook
Maine
$13.3K
IWM
2085
IMG Wealth Management
Florida
$13K +$13K +92 New
DWM
2086
Darwin Wealth Management
Florida
$12.8K
PFG
2087
Putney Financial Group
California
$12.7K
HFS
2088
Hughes Financial Services
Virginia
$12.6K +$3.11K +22 +33%
ECM
2089
Eisler Capital Management
United Kingdom
$12.4K -$2.66M -18,863 -100%
ACA
2090
American Capital Advisory
Idaho
$12.4K +$4.93K +35 +66%
LFA
2091
Legend Financial Advisors
Pennsylvania
$12.3K +$12.3K +87 New
CWM
2092
Centricity Wealth Management
Ohio
$12.1K
AP
2093
Atwood & Palmer
Missouri
$12K
CTWM
2094
Cherry Tree Wealth Management
Minnesota
$11K -$15.8K -112 -59%
KIM
2095
Kestra Investment Management
Texas
$11K
T
2096
Tidemark
California
$10.8K +$4.23K +30 +64%
AG
2097
AmeriFlex Group
Nevada
$10.5K
FCT
2098
First Community Trust
Iowa
$10.3K
QWM
2099
Quaker Wealth Management
New Jersey
$10.2K +$10.2K +72 New
CCMI
2100
Creative Capital Management Investments
California
$10.1K