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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
CA
2226
Calton & Associates
Florida
ARC
2227
Advisor Resource Council
Texas
WAM
2228
Weiss Asset Management
Massachusetts
XC
2229
XY Capital
Hong Kong
LMIM
2230
Lockheed Martin Investment Management
Maryland
PFA
2231
Pathway Financial Advisors
Vermont
OCBCO
2232
Oversea-Chinese Banking Corp (OCBC)
Singapore
BCM
2233
Bluefin Capital Management
New York
OFG
2234
OmniStar Financial Group
North Carolina
CM
2235
Capula Management
Cayman Islands
MWM
2236
Maripau Wealth Management
Indiana
GF
2237
Gries Financial
Ohio
BCM
2238
Brown Capital Management
Maryland
SW
2239
SMART Wealth
Nebraska
LWIC
2240
Leith Wheeler Investment Counsel
British Columbia, Canada
BWA
2241
Bordeaux Wealth Advisors
California
AIP
2242
Alexis Investment Partners
Texas
CFG
2243
Clayton Financial Group
Missouri
SIM
2244
SSI Investment Management
California
WAAG
2245
Wealth Alliance Advisory Group
Kansas
PAG
2246
Private Advisory Group
Washington
RS
2247
R Squared
Hong Kong
TFF
2248
The Family Firm
Maryland
GFPC
2249
Global Financial Private Client
Florida
WPA
2250
West Paces Advisors
Georgia