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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
RTL
2076
Red Tortoise LLC
Georgia
$24.6K
Q1WB
2077
Quest 10 Wealth Builders
Virginia
$24.1K
KG
2078
Kilter Group
New York
$24.1K
FPB
2079
First PREMIER Bank
South Dakota
$22K
BC
2080
Broadwater Capital
Massachusetts
$21.3K
AT
2081
Arlington Trust
Alabama
$20.8K
WCM
2082
WealthTrak Capital Management
Virginia
$20.4K
1L
2083
10Elms LLP
Oklahoma
$20.1K
RWA
2084
Redmont Wealth Advisors
Illinois
$20K
MSFP
2085
Mark Sheptoff Financial Planning
Connecticut
$19.6K
MAWAG
2086
Mid-American Wealth Advisory Group
Missouri
$19.6K
MBFW
2087
Morton Brown Family Wealth
Pennsylvania
$19K
PCM
2088
Penserra Capital Management
California
$19K
RF
2089
Rossby Financial
Florida
$17.9K
VFM
2090
Vision Financial Markets
Connecticut
$17.5K
KTC
2091
Kentucky Trust Company
Kentucky
$16.8K
LFA
2092
LGT Financial Advisors
Texas
$16.3K
HNW
2093
High Note Wealth
Minnesota
$15.9K
GWS
2094
Greykasell Wealth Strategies
California
$15.8K
FLFS
2095
Family Legacy Financial Solutions
North Carolina
$15.7K
FPF
2096
First Pacific Financial
Washington
$15.6K
FFA
2097
Frazier Financial Advisors
Ohio
$15.4K
VWA
2098
Valued Wealth Advisors
Utah
$15.3K
TCM
2099
Traub Capital Management
Massachusetts
$14.5K
GCM
2100
Gables Capital Management
Florida
$14.5K