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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
NFSG
2101
Newbridge Financial Services Group
Florida
$14.5K
ECM
2102
Estabrook Capital Management
New York
$14.1K
MWM
2103
Mascoma Wealth Management
New Hampshire
$14.1K
FDW
2104
Fourth Dimension Wealth
Ohio
$14.1K
B
2105
Birchbrook
Maine
$13.3K
IWM
2106
IMG Wealth Management
Florida
$13K
DWM
2107
Darwin Wealth Management
Florida
$12.8K
PFG
2108
Putney Financial Group
California
$12.7K
HFS
2109
Hughes Financial Services
Virginia
$12.6K
ECM
2110
Eisler Capital Management
United Kingdom
$12.4K
ACA
2111
American Capital Advisory
Idaho
$12.4K
LFA
2112
Legend Financial Advisors
Pennsylvania
$12.3K
CWM
2113
Centricity Wealth Management
Ohio
$12.1K
AP
2114
Atwood & Palmer
Missouri
$12K
CTWM
2115
Cherry Tree Wealth Management
Minnesota
$11K
KIM
2116
Kestra Investment Management
Texas
$11K
T
2117
Tidemark
California
$10.8K
AG
2118
AmeriFlex Group
Nevada
$10.5K
FCT
2119
First Community Trust
Iowa
$10.3K
QWM
2120
Quaker Wealth Management
New Jersey
$10.2K
CCMI
2121
Creative Capital Management Investments
California
$10.1K
HHGA
2122
Halbert Hargrove Global Advisors
California
$10K
PWA
2123
Principia Wealth Advisory
Texas
$10K
AIM
2124
Arcadia Investment Management
Michigan
$9.86K
SHIM
2125
Stone House Investment Management
Pennsylvania
$9.86K