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Morgan Stanley

2,173 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, 880 increasing their positions, 763 reducing their positions, and 114 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: 2,0672,173 (+106)

0.62% more ownership

Funds ownership: 83.59%84.21% (+0.62%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,173
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
IFU
2201
iSAM Funds (UK)
United Kingdom
WAM
2202
Worth Asset Management
Texas
CP
2203
CenterBook Partners
Connecticut
CM
2204
Caption Management
Oklahoma
VF
2205
Virtu Financial
New York
MAM
2206
Mark Asset Management
New York
LA
2207
LexAurum Advisors
Kansas
LA
2208
Legacy Advisors
Pennsylvania
FCM
2209
Fieldview Capital Management
Michigan
UFF
2210
USA Financial Formulas
Michigan
CAU
2211
Caxton Associates (UK)
BC
2212
Bridgefront Capital
Texas
RAM
2213
Readystate Asset Management
Illinois
FPAS
2214
Focus Partners Advisor Solutions
Missouri
MC
2215
Machina Capital
France
HCP
2216
Hexagon Capital Partners
Arkansas
CCIA
2217
Campbell & Co Investment Adviser
Maryland
CAS
2218
Coppell Advisory Solutions
Texas
GCP
2219
Garda Capital Partners
Minnesota
GS
2220
GWN Securities
Florida
GCM
2221
Graham Capital Management
Connecticut
ALAM
2222
Asahi Life Asset Management
Japan
HIM
2223
Hillsdale Investment Management
Ontario, Canada
IQI
2224
Integrated Quantitative Investments
Washington
JWM
2225
Jackson Wealth Management
Florida