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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 %
HHGA
2101
Halbert Hargrove Global Advisors
California
$10K -$3.38K -24 -25%
PWA
2102
Principia Wealth Advisory
Texas
$10K +$563 +4 +6%
AIM
2103
Arcadia Investment Management
Michigan
$9.86K
SHIM
2104
Stone House Investment Management
Pennsylvania
$9.86K
FIM
2105
FWL Investment Management
Texas
$9.72K +$9.72K +69 New
WIM
2106
Westside Investment Management
California
$9.59K +$9.59K +68 New
TIM
2107
Total Investment Management
Arizona
$9.02K +$9.02K +64 New
ACM
2108
Anfield Capital Management
California
$8.73K
RWPA
2109
Richard W. Paul & Associates
Michigan
$8.59K -$141 -1 -2%
FRA
2110
Front Row Advisors
California
$8.45K
CWA
2111
Carolina Wealth Advisors
South Carolina
$8.17K
HIW
2112
Holos Integrated Wealth
Pennsylvania
$8.02K
YAL
2113
Your Advocates Ltd
Texas
$7.89K
FP
2114
Financial Perspectives
Minnesota
$7.23K
MAS
2115
MPWM Advisory Solutions
Georgia
$7.18K
SC
2116
Swan Capital
Florida
$6.9K +$6.9K +49 New
WCM
2117
Westend Capital Management
California
$6.62K
MWA
2118
Moser Wealth Advisors
Washington
$6.62K +$6.62K +47 New
CTA
2119
Colonial Trust Advisors
South Carolina
$6.48K -$18.3K -130 -74%
WOC
2120
West Oak Capital
California
$6.36K
JFA
2121
JNBA Financial Advisors
Minnesota
$6.2K
BHWM
2122
Bay Harbor Wealth Management
Maryland
$6.2K +$4.23K +30 +214%
BA
2123
Bellwether Advisors
Nebraska
$6.06K +$6.06K +43 New
EWM
2124
Evermay Wealth Management
Virginia
$5.21K
CAM
2125
Costello Asset Management
Pennsylvania
$5.07K