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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 %
GF
2226
Gries Financial
Ohio
-$250K -2,139 Closed
BCM
2227
Brown Capital Management
Maryland
-$241K -2,069 Closed
SW
2228
SMART Wealth
Nebraska
-$241K -2,062 Closed
LWIC
2229
Leith Wheeler Investment Counsel
British Columbia, Canada
-$238K -2,036 Closed
BWA
2230
Bordeaux Wealth Advisors
California
-$235K -2,014 Closed
AIP
2231
Alexis Investment Partners
Texas
-$233K -1,994 Closed
CFG
2232
Clayton Financial Group
Missouri
-$226K -1,937 Closed
SIM
2233
SSI Investment Management
California
-$223K -1,912 Closed
WAAG
2234
Wealth Alliance Advisory Group
Kansas
-$217K -1,863 Closed
PAG
2235
Private Advisory Group
Washington
-$211K -1,811 Closed
RS
2236
R Squared
Hong Kong
-$208K -1,787 Closed
TFF
2237
The Family Firm
Maryland
-$204K -1,747 Closed
GFPC
2238
Global Financial Private Client
Florida
-$156K -1,334 Closed
WPA
2239
West Paces Advisors
Georgia
-$141K -1,210 Closed
CWM
2240
Compass Wealth Management
Connecticut
-$138K -1,184 Closed
PA
2241
PSI Advisors
Florida
-$125K -1,068 Closed
CWC
2242
Carolinas Wealth Consulting
North Carolina
-$124K -1,067 Closed
FLP
2243
Financial Life Planners
Arizona
-$103K -887 Closed
RTC
2244
Riverview Trust Company
Washington
-$98.1K -841 Closed
WF
2245
Wayfinding Financial
Washington
-$79K -684 Closed
RCA
2246
Runnymede Capital Advisors
Ohio
-$68.3K -585 Closed
SCB
2247
Saudi Central Bank
Saudi Arabia
-$55.4K -475 Closed
TCM
2248
TruNorth Capital Management
Michigan
-$42.8K -367 Closed
SFG
2249
Stonebridge Financial Group
Pennsylvania
-$34K -291 Closed
GJIA
2250
Glass Jacobson Investment Advisors
Maryland
-$28.6K -227 Closed