Hedge Funds Boost Morgan Stanley Holdings Amid 13F Filings

Nine hedge funds held Morgan Stanley (MS) as of 06/30/2025, with four increasing their positions, two decreasing, and one new position. In aggregate, funds increased their holdings by 3,144,003 shares, or 4.29%. The overall top three funds holding MS were Twin Capital Management Inc., Soltis Investment Advisors LLC, and Souders Financial Advisors.

Nine hedge funds held Morgan Stanley (MS) as of 06/30/2025, with four increasing their positions, two decreasing, and one new position. In aggregate, funds increased their holdings by 3,144,003 shares, or 4.29% [4]. The overall top three funds holding MS were Twin Capital Management Inc., Soltis Investment Advisors LLC, and Souders Financial Advisors.

Morgan Stanley's stock has been the focus of increased institutional interest, with several funds adding to their positions. Notably, Twin Capital Management Inc. increased its stake by 1,232,242 shares, while Soltis Investment Advisors LLC added 896,474 shares and Souders Financial Advisors increased its holding by 584,871 shares. These increases suggest a bullish sentiment among institutional investors towards Morgan Stanley's prospects.

On the other hand, two funds decreased their positions. WealthFront Advisers LLC removed 378,178 shares, and Citadel Advisors LLC sold off 41,191 shares. These decreases may indicate a more cautious stance from these funds, potentially due to changing market conditions or strategic rebalancing.

The latest 13F filings provide a snapshot of institutional ownership and sentiment towards Morgan Stanley. While the overall increase in shares held by hedge funds signals a positive trend, it is essential to consider that 13F filings only disclose long positions and do not provide information on short positions. Therefore, the full picture of institutional sentiment may be incomplete.

The increase in Morgan Stanley's stake by hedge funds could be driven by various factors, including positive earnings reports, strategic acquisitions, or favorable regulatory developments. However, the absence of detailed information on the specific reasons for these changes in the filings makes it challenging to pinpoint the exact catalysts behind the increased interest.

In conclusion, the latest 13F filings indicate a net increase in Morgan Stanley's stake held by hedge funds, with four funds increasing their positions and two decreasing. The overall increase in shares suggests a positive sentiment among institutional investors, but the absence of short position data limits the full understanding of the market's sentiment.

References:
[1] https://www.quiverquant.com/news/Fund+Update%3A+Connor%2C+Clark+%26+Lunn+Investment+Management+Ltd.+opened+a+%2449.9M+position+in+%24EEMS+stock
[2] https://seekingalpha.com/news/4479881-halozyme-up-after-guidance-raise-morgan-stanley-upgrade
[3] https://www.stocktitan.net/sec-filings/EFT/schedule-13g-a-eaton-vance-floating-rate-income-trust-sec-filing-e1423e1cd47e.html
[4] https://www.nasdaq.com/articles/see-which-latest-13f-filers-holds-ms-0