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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
FIM
2126
FWL Investment Management
Texas
$9.72K
WIM
2127
Westside Investment Management
California
$9.59K
SVCP
2128
Silicon Valley Capital Partners
California
$9.58K
TIM
2129
Total Investment Management
Arizona
$9.02K
ACM
2130
Anfield Capital Management
California
$8.73K
RWPA
2131
Richard W. Paul & Associates
Michigan
$8.59K
FRA
2132
Front Row Advisors
California
$8.45K
CWA
2133
Carolina Wealth Advisors
South Carolina
$8.17K
HIW
2134
Holos Integrated Wealth
Pennsylvania
$8.02K
YAL
2135
Your Advocates Ltd
Texas
$7.89K
FP
2136
Financial Perspectives
Minnesota
$7.23K
MAS
2137
MPWM Advisory Solutions
Georgia
$7.18K
SC
2138
Swan Capital
Florida
$6.9K
WCM
2139
Westend Capital Management
California
$6.62K
MWA
2140
Moser Wealth Advisors
Washington
$6.62K
CTA
2141
Colonial Trust Advisors
South Carolina
$6.48K
WOC
2142
West Oak Capital
California
$6.36K
JFA
2143
JNBA Financial Advisors
Minnesota
$6.2K
BHWM
2144
Bay Harbor Wealth Management
Maryland
$6.2K
BA
2145
Bellwether Advisors
Nebraska
$6.06K
EWM
2146
Evermay Wealth Management
Virginia
$5.21K
CAM
2147
Costello Asset Management
Pennsylvania
$5.07K
KHC
2148
Koesten Hirschmann & Crabtree
Kansas
$4.98K
ME
2149
McIlrath & Eck
Washington
$4.93K
SIC
2150
SJS Investment Consulting
Ohio
$4.79K