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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
SM
2201
Sciencast Management
New Jersey
CA
2202
Commerzbank Aktiengesellschaft
Germany
LF
2203
Longbow Finance
Switzerland
SFI
2204
Susquehanna Fundamental Investments
Pennsylvania
USAA
2205
United Services Automobile Association
Texas
DSAM
2206
Dock Street Asset Management
Florida
BIP
2207
Bouvel Investment Partners
Pennsylvania
SC
2208
Stance Capital
Massachusetts
SCM
2209
Stevens Capital Management
Pennsylvania
MS
2210
Maven Securities
Jersey
AIMCA
2211
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
IFU
2212
iSAM Funds (UK)
United Kingdom
WAM
2213
Worth Asset Management
Texas
CP
2214
CenterBook Partners
Connecticut
CM
2215
Caption Management
Oklahoma
VF
2216
Virtu Financial
New York
MAM
2217
Mark Asset Management
New York
LA
2218
LexAurum Advisors
Kansas
LA
2219
Legacy Advisors
Pennsylvania
FCM
2220
Fieldview Capital Management
Michigan
UFF
2221
USA Financial Formulas
Michigan
CAU
2222
Caxton Associates (UK)
BC
2223
Bridgefront Capital
Texas
RAM
2224
Readystate Asset Management
Illinois
FPAS
2225
Focus Partners Advisor Solutions
Missouri