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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
NMERB
501
New Mexico Educational Retirement Board
New Mexico
$8.87M -$325K -2,200 -4%
CIS
502
Capital International Sarl
California
$8.85M +$423K +2,863 +5%
PWP
503
Private Wealth Partners
California
$8.78M -$144K -976 -2%
PA
504
Parallel Advisors
California
$8.75M +$52.7K +357 +0.7%
MPA
505
Marvin & Palmer Associates
Delaware
$8.63M +$2.75M +18,610 +55%
MGP
506
Metis Global Partners
California
$8.48M -$387K -2,624 -5%
BCM
507
Barometer Capital Management
Ontario, Canada
$8.44M -$78.3K -530 -1%
SW
508
SteelPeak Wealth
California
$8.44M +$4.2M +28,454 +115%
JWM
509
Jupiter Wealth Management
Colorado
$8.44M +$36.9K +250 +0.5%
WPIC
510
White Pine Investment Company
Michigan
$8.42M -$452K -3,058 -5%
OSNBOA
511
Old Second National Bank of Aurora
Illinois
$8.37M -$65.9K -446 -0.8%
CL
512
Choreo LLC
Illinois
$8.36M +$209K +1,413 +3%
Jones Financial Companies
513
Jones Financial Companies
Missouri
$8.21M +$333K +2,257 +5%
CG
514
Caprock Group
Idaho
$8.21M +$8.05M +54,534 New
LSWM
515
Lorne Steinberg Wealth Management
Canada
$8.14M -$146K -991 -2%
PSP
516
Principal Street Partners
Tennessee
$8.14M -$1.74M -11,756 -19%
DWM
517
Dakota Wealth Management
Florida
$8.08M +$5.9M +39,938 +366%
EOJOAM
518
E. Ohman J:or Asset Management
Sweden
$8.05M +$73.8K +500 +1%
NG
519
NatWest Group
United Kingdom
$8.03M +$28.8K +195 +0.4%
GWMR
520
GC Wealth Management RIA
Massachusetts
$7.99M +$4.23M +28,650 +132%
O
521
Ossiam
France
$7.99M -$30.2M -204,539 -80%
PWMAG
522
Pinnacle Wealth Management Advisory Group
New Jersey
$7.95M +$241K +1,630 +3%
SFI
523
Siemens Fonds Invest
Germany
$7.95M +$1.89M +12,804 +34%
GVAG
524
Great Valley Advisor Group
Delaware
$7.91M -$1.16M -7,869 -14%
HAI
525
Hennessy Advisors Inc
California
$7.84M +$310K +2,100 +4%