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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
PCM
201
Prana Capital Management
Connecticut
$46.1M
LCP
202
LGT Capital Partners
Switzerland
$46.1M
DDPIC
203
Deroy & Devereaux Private Investment Counsel
Michigan
$44.7M
BIAS
204
Beacon Investment Advisory Services
New Jersey
$44.7M
Vontobel Holding
205
Vontobel Holding
Switzerland
$44.2M
MIM
206
MetLife Investment Management
New Jersey
$44.1M
FWIA
207
Fort Washington Investment Advisors
Ohio
$43.4M
AAS
208
Annex Advisory Services
Wisconsin
$43.4M
Baird Financial Group
209
Baird Financial Group
Wisconsin
$43.3M
GKIM
210
GW&K Investment Management
Massachusetts
$43M
COPPSERS
211
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42.7M
CNB
212
Czech National Bank
Czech Republic
$42.5M
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$41.7M
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
$41.6M
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$41.5M
OAM
216
Oppenheimer Asset Management
New York
$41.2M
Creative Planning
217
Creative Planning
Kansas
$40.8M
BPWM
218
Badgley Phelps Wealth Managers
Washington
$40.6M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
219
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.9M
GAM
220
Groupama Asset Management
France
$39.7M
QCM
221
QRG Capital Management
Illinois
$39.5M
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.8M
ProShare Advisors
223
ProShare Advisors
Maryland
$38.7M
WorldQuant Millennium Advisors
224
WorldQuant Millennium Advisors
New York
$38.5M
MAA
225
Matrix Asset Advisors
New York
$38M