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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, 758 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
758
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
2251
Ruedi Wealth Management
Illinois
-$25.8K -221 Closed
BC
2252
Bayforest Capital
United Kingdom
-$24K -206 Closed
CCM
2253
Cloud Capital Management
Washington
-$23K -203 Closed
PBK
2254
Peoples Bank (Kansas)
Kansas
-$23.3K -200 Closed
CFFP
2255
Center for Financial Planning
Michigan
-$17.5K -150 Closed
AF
2256
Atala Financial
California
-$17.4K -149 Closed
FA
2257
Financial Avengers
California
-$13.7K -117 Closed
NI
2258
NCP Inc
California
-$11.8K -101 Closed
DMIC
2259
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$10K -86 Closed
RFG
2260
REAP Financial Group
Texas
-$8.05K -69 Closed
SIM
2261
Synergy Investment Management
Florida
-$7.23K -62 Closed
GWM
2262
Graybill Wealth Management
Illinois
-$7K -60 Closed
GP
2263
Greenline Partners
New York
-$4.32K -37 Closed
BWM
2264
Bernard Wealth Management
Michigan
-$4.2K -36 Closed
PPWM
2265
PFG Private Wealth Management
Florida
-$3.27K -28 Closed
PIS
2266
POM Investment Strategies
North Carolina
-$2.45K -21 Closed
SIM
2267
Studio Investment Management
Illinois
-$2.33K -20 Closed
HC
2268
Hara Capital
Washington
-$1.98K -17 Closed
PCTC
2269
Perkins Coie Trust Company
Washington
-$1.4K -12 Closed
JFG
2270
JDM Financial Group
Texas
-$1.17K -10 Closed
1IA
2271
1620 Investment Advisors
Massachusetts
-$1.1K -9 Closed
SOW
2272
State of Wyoming
Wyoming
-$933 -8 Closed
BMC
2273
Bear Mountain Capital
Washington
-$602 -5 Closed
CIAM
2274
Caitong International Asset Management
Hong Kong
-$117 -1 Closed