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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
HT
2176
Headlands Technologies
Illinois
$1.55K
MSWM
2177
Mowery & Schoenfeld Wealth Management
Illinois
$1.28K
CA
2178
Centerpoint Advisors
Massachusetts
$1K
CFS
2179
CGC Financial Services
Oregon
$704
LWMI
2180
Legacy Wealth Management (Idaho)
Idaho
$564
LIS
2181
Legacy Investment Solutions
Idaho
$564
RPA
2182
Redwood Park Advisors
California
$423
RJA
2183
Ross\Johnson & Associates
Minnesota
$141
IAIM
2184
International Assets Investment Management
Florida
TAF
2185
Tredje AP-fonden
Sweden
Parallax Volatility Advisers
2186
Parallax Volatility Advisers
California
CF
2187
Corebridge Financial
Texas
N
2188
Natixis
France
TI
2189
Trexquant Investment
Connecticut
MSR
2190
Main Street Research
Connecticut
WAM
2191
Wolverine Asset Management
Illinois
FCI
2192
Financial Counselors Inc
Kansas
PI
2193
PGGM Investments
Netherlands
TL
2194
Tradewinds LLC
North Carolina
TC
2195
Tairen Capital
Hong Kong
PFM
2196
Premier Fund Managers
United Kingdom
FC
2197
FORA Capital
Florida
IMC Chicago
2198
IMC Chicago
Illinois
LCM
2199
Laurion Capital Management
New York
EGM
2200
Engineers Gate Manager
New York