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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, 758 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
758
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2151
TD Capital Management
Tennessee
$1.86K
PWM
2152
Puff Wealth Management
New Jersey
$1.84K +$284 +2 +18%
DF
2153
DecisionPoint Financial
Arizona
$1.69K +$1.69K +12 New
HT
2154
Headlands Technologies
Illinois
$1.55K -$67.3K -478 -98%
MSWM
2155
Mowery & Schoenfeld Wealth Management
Illinois
$1.28K
CA
2156
Centerpoint Advisors
Massachusetts
$1K +$1K +7 New
CFS
2157
CGC Financial Services
Oregon
$704
LWMI
2158
Legacy Wealth Management (Idaho)
Idaho
$564
LIS
2159
Legacy Investment Solutions
Idaho
$564 +$564 +4 New
RPA
2160
Redwood Park Advisors
California
$423 +$423 +3 New
RJA
2161
Ross\Johnson & Associates
Minnesota
$141
IAIM
2162
International Assets Investment Management
Florida
-$2.22M -786,814 Closed
TAF
2163
Tredje AP-fonden
Sweden
-$37.9M -324,713 Closed
Parallax Volatility Advisers
2164
Parallax Volatility Advisers
California
-$33.4M -285,901 Closed
CF
2165
Corebridge Financial
Texas
-$33.1M -283,810 Closed
N
2166
Natixis
France
-$29.5M -256,571 Closed
TI
2167
Trexquant Investment
Connecticut
-$23.1M -197,791 Closed
MSR
2168
Main Street Research
Connecticut
-$15.7M -134,444 Closed
WAM
2169
Wolverine Asset Management
Illinois
-$11.6M -99,159 Closed
FCI
2170
Financial Counselors Inc
Kansas
-$11M -93,965 Closed
PI
2171
PGGM Investments
Netherlands
-$10.1M -86,640 Closed
TL
2172
Tradewinds LLC
North Carolina
-$7.15M -61,246 Closed
TC
2173
Tairen Capital
Hong Kong
-$7.11M -60,900 Closed
PFM
2174
Premier Fund Managers
United Kingdom
-$6.96M -60,400 Closed
FC
2175
FORA Capital
Florida
-$5.63M -48,250 Closed