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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
LWIC
2251
Leith Wheeler Investment Counsel
British Columbia, Canada
BWA
2252
Bordeaux Wealth Advisors
California
AIP
2253
Alexis Investment Partners
Texas
CFG
2254
Clayton Financial Group
Missouri
SIM
2255
SSI Investment Management
California
WAAG
2256
Wealth Alliance Advisory Group
Kansas
PAG
2257
Private Advisory Group
Washington
RS
2258
R Squared
Hong Kong
TFF
2259
The Family Firm
Maryland
GFPC
2260
Global Financial Private Client
Florida
WPA
2261
West Paces Advisors
Georgia
CWM
2262
Compass Wealth Management
Connecticut
PA
2263
PSI Advisors
Florida
CWC
2264
Carolinas Wealth Consulting
North Carolina
FLP
2265
Financial Life Planners
Arizona
RTC
2266
Riverview Trust Company
Washington
WF
2267
Wayfinding Financial
Washington
RCA
2268
Runnymede Capital Advisors
Ohio
SCB
2269
Saudi Central Bank
Saudi Arabia
TCM
2270
TruNorth Capital Management
Michigan
LWANC
2271
Laurel Wealth Advisors (North Carolina)
North Carolina
SFG
2272
Stonebridge Financial Group
Pennsylvania
GJIA
2273
Glass Jacobson Investment Advisors
Maryland
RWM
2274
Ruedi Wealth Management
Illinois
BC
2275
Bayforest Capital
United Kingdom