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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
CWM
2251
Compass Wealth Management
Connecticut
PA
2252
PSI Advisors
Florida
CWC
2253
Carolinas Wealth Consulting
North Carolina
FLP
2254
Financial Life Planners
Arizona
RTC
2255
Riverview Trust Company
Washington
WF
2256
Wayfinding Financial
Washington
RCA
2257
Runnymede Capital Advisors
Ohio
SCB
2258
Saudi Central Bank
Saudi Arabia
TCM
2259
TruNorth Capital Management
Michigan
SFG
2260
Stonebridge Financial Group
Pennsylvania
GJIA
2261
Glass Jacobson Investment Advisors
Maryland
RWM
2262
Ruedi Wealth Management
Illinois
BC
2263
Bayforest Capital
United Kingdom
CCM
2264
Cloud Capital Management
Washington
PBK
2265
Peoples Bank (Kansas)
Kansas
CFFP
2266
Center for Financial Planning
Michigan
AF
2267
Atala Financial
California
CAWM
2268
Capital A Wealth Management
Pennsylvania
FA
2269
Financial Avengers
California
NI
2270
NCP Inc
California
DMIC
2271
Dixon Mitchell Investment Counsel
British Columbia, Canada
RFG
2272
REAP Financial Group
Texas
SIM
2273
Synergy Investment Management
Florida
GWM
2274
Graybill Wealth Management
Illinois
GP
2275
Greenline Partners
New York