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Morgan Stanley

2,258 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 887 increasing their positions, 813 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 109

11% more capital invested

Capital invested by funds: $191B → $212B (+$21.2B)

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

2% more funds holding

Funds holding: 2,2042,258 (+54)

9% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 813

0.85% less ownership

Funds ownership: 84.37%83.52% (-0.85%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,258
Holders Change
+54
Holders Change %
+2.45%
% of All Funds
29.64%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.64%
New
193
Increased
887
Reduced
813
Closed
109
Calls
$3.31B
Puts
$4.71B
Net Calls
-$1.4B
Net Calls Change
-$559M
Name Holding Trade Value Shares
Change
Change in
Stake
MIG
426
McGuire Investment Group
Rhode Island
$12.8M -$63.2K -428 -0.5%
PAG
427
Private Advisor Group
New Jersey
$12.8M +$729K +4,940 +7%
LS
428
Livforsakringsbolaget Skandia
Sweden
$12.7M +$266K +1,800 +2%
Eagle Capital Management (New York)
429
Eagle Capital Management (New York)
New York
$12.7M
AAM
430
Advisors Asset Management
Colorado
$12.6M +$206K +1,395 +2%
FLPIM
431
F.L. Putnam Investment Management
Massachusetts
$12.4M +$1M +6,796 +10%
HWM
432
HB Wealth Management
Georgia
$12.4M +$499K +3,376 +5%
HIC
433
Hartline Investment Corp
Illinois
$12.3M +$1.56M +10,559 +16%
OLA
434
Oliver Luxxe Assets
New Jersey
$12.3M +$500K +3,385 +5%
VIM
435
Vinva Investment Management
Australia
$12.3M +$609K +4,124 +6%
PFPT
436
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.1M +$4.16M +28,162 +58%
WIA
437
Westbourne Investment Advisors
Maryland
$12M -$200K -1,357 -2%
GWM
438
Geneos Wealth Management
Colorado
$11.9M -$321K -2,171 -3%
AI
439
Atria Investments
North Carolina
$11.8M -$1.69M -11,418 -13%
OAC
440
OMERS Administration Corp
Ontario, Canada
$11.8M -$177K -1,200 -2%
IIM
441
Intact Investment Management
Quebec, Canada
$11.7M +$73.8K +500 +0.7%
CCM
442
Coldstream Capital Management
Washington
$11.5M +$593K +4,018 +6%
DADC
443
D.A. Davidson & Co
Montana
$11.5M -$298K -2,020 -3%
KRS
444
Kentucky Retirement Systems
Kentucky
$11.5M -$177K -1,201 -2%
Loomis, Sayles & Company
445
Loomis, Sayles & Company
Massachusetts
$11.5M -$348K -2,356 -3%
AG
446
Advocate Group
Minnesota
$11.5M -$415K -2,810 -4%
SPG
447
Strategic Planning Group
Utah
$11.4M +$2.57M +17,380 +32%
HIMCH
448
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M -$507K -3,435 -5%
HC
449
Hourglass Capital
Texas
$11.3M -$239K -1,620 -2%
RT
450
Rockland Trust
Massachusetts
$11.2M +$10.4M +70,548 New