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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 %
WA
2126
WestEnd Advisors
North Carolina
$3.8K 27 -10 -27%
PS
2127
PayPay Securities
Japan
$3.8K 27 -4 -13%
CIM
2128
Contravisory Investment Management
Massachusetts
$3.8K 27
CIA
2129
Cape Investment Advisory
Georgia
$3.8K 27 +11 +69%
RWM
2130
Rialto Wealth Management
New York
$3.66K 26 -2 -7%
APW
2131
Acima Private Wealth
Virginia
$3.66K 26
HNB
2132
Hilltop National Bank
Wyoming
$3.52K 25 +25 New
KPP
2133
Kings Path Partners
Texas
$3.1K 22
NWM
2134
Nova Wealth Management
Florida
$2.75K 19 +5 +36%
HIA
2135
HFM Investment Advisors
New Jersey
$2.68K 19 +13 +217%
IRAG
2136
Investment Research & Advisory Group
Georgia
$2.54K 18
HWM
2137
Horizons Wealth Management
North Carolina
$2.4K 17
KIG
2138
Kessler Investment Group
Indiana
$2.11K 15
PCM
2139
Perritt Capital Management
Illinois
$1.97K 14 -42 -75%
CYG
2140
Clean Yield Group
Vermont
$1.97K 14
EPW
2141
Evergreen Private Wealth
Colorado
$1.97K 14 +14 New
TCM
2142
TD Capital Management
Tennessee
$1.86K 13
PWM
2143
Puff Wealth Management
New Jersey
$1.84K 13 +2 +18%
DF
2144
DecisionPoint Financial
Arizona
$1.69K 12 +12 New
HT
2145
Headlands Technologies
Illinois
$1.55K 11 -478 -98%
MSWM
2146
Mowery & Schoenfeld Wealth Management
Illinois
$1.28K 9
CA
2147
Centerpoint Advisors
Massachusetts
$1K 7 +7 New
CFS
2148
CGC Financial Services
Oregon
$704 5
LWMI
2149
Legacy Wealth Management (Idaho)
Idaho
$564 4
LIS
2150
Legacy Investment Solutions
Idaho
$564 4 +4 New