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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
GWSA
2151
Global Wealth Strategies & Associates
Colorado
$4.65K
GA
2152
GoalVest Advisory
New York
$4.51K
NRG
2153
Nemes Rush Group
Michigan
$4.37K
PWM
2154
Parkworth Wealth Management
California
$4.37K
NMG
2155
New Millennium Group
Utah
$4.08K
STB
2156
S&T Bank
Pennsylvania
$4.08K
WA
2157
WestEnd Advisors
North Carolina
$3.8K
PS
2158
PayPay Securities
Japan
$3.8K
CIM
2159
Contravisory Investment Management
Massachusetts
$3.8K
CIA
2160
Cape Investment Advisory
Georgia
$3.8K
RWM
2161
Rialto Wealth Management
New York
$3.66K
APW
2162
Acima Private Wealth
Virginia
$3.66K
HNB
2163
Hilltop National Bank
Wyoming
$3.52K
KPP
2164
Kings Path Partners
Texas
$3.1K
NWM
2165
Nova Wealth Management
Florida
$2.75K
HIA
2166
HFM Investment Advisors
New Jersey
$2.68K
IRAG
2167
Investment Research & Advisory Group
Georgia
$2.54K
HWM
2168
Horizons Wealth Management
North Carolina
$2.4K
KIG
2169
Kessler Investment Group
Indiana
$2.11K
PCM
2170
Perritt Capital Management
Illinois
$1.97K
CYG
2171
Clean Yield Group
Vermont
$1.97K
EPW
2172
Evergreen Private Wealth
Colorado
$1.97K
TCM
2173
TD Capital Management
Tennessee
$1.86K
PWM
2174
Puff Wealth Management
New Jersey
$1.84K
DF
2175
DecisionPoint Financial
Arizona
$1.69K