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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
MC
2226
Machina Capital
France
HCP
2227
Hexagon Capital Partners
Arkansas
CCIA
2228
Campbell & Co Investment Adviser
Maryland
CAS
2229
Coppell Advisory Solutions
Texas
GCP
2230
Garda Capital Partners
Minnesota
GS
2231
GWN Securities
Florida
GCM
2232
Graham Capital Management
Connecticut
ALAM
2233
Asahi Life Asset Management
Japan
HIM
2234
Hillsdale Investment Management
Ontario, Canada
IQI
2235
Integrated Quantitative Investments
Washington
JWM
2236
Jackson Wealth Management
Florida
CA
2237
Calton & Associates
Florida
ARC
2238
Advisor Resource Council
Texas
WAM
2239
Weiss Asset Management
Massachusetts
XC
2240
XY Capital
Hong Kong
LMIM
2241
Lockheed Martin Investment Management
Maryland
PFA
2242
Pathway Financial Advisors
Vermont
OCBCO
2243
Oversea-Chinese Banking Corp (OCBC)
Singapore
BCM
2244
Bluefin Capital Management
New York
OFG
2245
OmniStar Financial Group
North Carolina
CM
2246
Capula Management
Cayman Islands
MWM
2247
Maripau Wealth Management
Indiana
GF
2248
Gries Financial
Ohio
BCM
2249
Brown Capital Management
Maryland
SW
2250
SMART Wealth
Nebraska