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Morgan Stanley

2,153 hedge funds and large institutions have $189B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 875 increasing their positions, 755 reducing their positions, and 113 closing their positions.

Holders
2,153
Holders Change
+87
Holders Change %
+4.21%
% 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
244
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 %
FRA
2101
Front Row Advisors
California
$8.45K 60
CWA
2102
Carolina Wealth Advisors
South Carolina
$8.17K 58
HIW
2103
Holos Integrated Wealth
Pennsylvania
$8.02K 56
YAL
2104
Your Advocates Ltd
Texas
$7.89K 56
FP
2105
Financial Perspectives
Minnesota
$7.23K 51
MAS
2106
MPWM Advisory Solutions
Georgia
$7.18K 51
SC
2107
Swan Capital
Florida
$6.9K 49 +49 New
WCM
2108
Westend Capital Management
California
$6.62K 47
MWA
2109
Moser Wealth Advisors
Washington
$6.62K 47 +47 New
CTA
2110
Colonial Trust Advisors
South Carolina
$6.48K 46 -130 -74%
WOC
2111
West Oak Capital
California
$6.36K 4,515
JFA
2112
JNBA Financial Advisors
Minnesota
$6.2K 44
BHWM
2113
Bay Harbor Wealth Management
Maryland
$6.2K 44 +30 +214%
BA
2114
Bellwether Advisors
Nebraska
$6.06K 43 +43 New
EWM
2115
Evermay Wealth Management
Virginia
$5.21K 37
CAM
2116
Costello Asset Management
Pennsylvania
$5.07K 36
KHC
2117
Koesten Hirschmann & Crabtree
Kansas
$4.98K 35 +35 New
ME
2118
McIlrath & Eck
Washington
$4.93K 35
SIC
2119
SJS Investment Consulting
Ohio
$4.79K 34 -22 -39%
GWSA
2120
Global Wealth Strategies & Associates
Colorado
$4.65K 33 -4 -11%
GA
2121
GoalVest Advisory
New York
$4.51K 32 +14 +78%
NRG
2122
Nemes Rush Group
Michigan
$4.37K 31 +15 +94%
PWM
2123
Parkworth Wealth Management
California
$4.37K 31 +20 +182%
NMG
2124
New Millennium Group
Utah
$4.09K 29 -12 -29%
STB
2125
S&T Bank
Pennsylvania
$4.09K 29 +29 New