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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 %
KHC
2126
Koesten Hirschmann & Crabtree
Kansas
$4.98K +$4.98K +35 New
ME
2127
McIlrath & Eck
Washington
$4.93K
SIC
2128
SJS Investment Consulting
Ohio
$4.79K -$3.1K -22 -39%
GWSA
2129
Global Wealth Strategies & Associates
Colorado
$4.65K -$563 -4 -11%
GA
2130
GoalVest Advisory
New York
$4.51K +$1.97K +14 +78%
NRG
2131
Nemes Rush Group
Michigan
$4.37K +$2.11K +15 +94%
PWM
2132
Parkworth Wealth Management
California
$4.37K +$2.82K +20 +182%
NMG
2133
New Millennium Group
Utah
$4.09K -$1.69K -12 -29%
STB
2134
S&T Bank
Pennsylvania
$4.09K +$4.09K +29 New
WA
2135
WestEnd Advisors
North Carolina
$3.8K -$1.41K -10 -27%
PS
2136
PayPay Securities
Japan
$3.8K -$563 -4 -13%
CIM
2137
Contravisory Investment Management
Massachusetts
$3.8K
CIA
2138
Cape Investment Advisory
Georgia
$3.8K +$1.55K +11 +69%
RWM
2139
Rialto Wealth Management
New York
$3.66K -$282 -2 -7%
APW
2140
Acima Private Wealth
Virginia
$3.66K
HNB
2141
Hilltop National Bank
Wyoming
$3.52K +$3.52K +25 New
KPP
2142
Kings Path Partners
Texas
$3.1K
NWM
2143
Nova Wealth Management
Florida
$2.75K +$722 +5 +36%
HIA
2144
HFM Investment Advisors
New Jersey
$2.68K +$1.83K +13 +217%
IRAG
2145
Investment Research & Advisory Group
Georgia
$2.54K
HWM
2146
Horizons Wealth Management
North Carolina
$2.4K
KIG
2147
Kessler Investment Group
Indiana
$2.11K
PCM
2148
Perritt Capital Management
Illinois
$1.97K -$5.92K -42 -75%
CYG
2149
Clean Yield Group
Vermont
$1.97K
EPW
2150
Evergreen Private Wealth
Colorado
$1.97K +$1.97K +14 New