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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, 757 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
757
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
DDPIC
201
Deroy & Devereaux Private Investment Counsel
Michigan
$44.7M -$742K -5,267 -2%
BIAS
202
Beacon Investment Advisory Services
New Jersey
$44.7M +$2.14M +15,173 +5%
Vontobel Holding
203
Vontobel Holding
Switzerland
$44.2M -$2.42M -17,211 -5%
MIM
204
MetLife Investment Management
New Jersey
$44.1M -$1.32M -9,338 -3%
FWIA
205
Fort Washington Investment Advisors
Ohio
$43.4M +$1.08M +7,644 +3%
AAS
206
Annex Advisory Services
Wisconsin
$43.4M +$2.25M +15,968 +5%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$43.3M +$1.38M +9,827 +3%
GKIM
208
GW&K Investment Management
Massachusetts
$43M -$812K -5,765 -2%
COPPSERS
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42.7M +$2.82M +19,995 +7%
CNB
210
Czech National Bank
Czech Republic
$42.5M +$2.5M +17,748 +6%
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$41.7M -$4.91M -34,878 -11%
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$41.6M +$1.72M +12,238 +4%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$41.5M -$73.8K -524 -0.2%
OAM
214
Oppenheimer Asset Management
New York
$41.2M -$179K -1,272 -0.4%
Creative Planning
215
Creative Planning
Kansas
$40.8M +$2.64M +18,763 +7%
BPWM
216
Badgley Phelps Wealth Managers
Washington
$40.6M -$105K -746 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
217
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.9M +$6.17M +43,827 +18%
GAM
218
Groupama Asset Management
France
$39.7M +$1.22M +8,694 +3%
QCM
219
QRG Capital Management
Illinois
$39.5M +$2.48M +17,571 +7%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.8M -$803K -5,700 -2%
ProShare Advisors
221
ProShare Advisors
Maryland
$38.7M -$2.33M -16,541 -6%
WorldQuant Millennium Advisors
222
WorldQuant Millennium Advisors
New York
$38.5M -$3.14M -22,299 -8%
MAA
223
Matrix Asset Advisors
New York
$38M +$1.29M +9,164 +4%
BCP
224
Blue Chip Partners
Michigan
$37.9M -$1.18M -8,375 -3%
CI
225
Conning Inc
Connecticut
$37.7M -$3.23M -22,927 -8%