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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
CIG
526
Consolidated Investment Group
Colorado
$7.82M
XWM
527
Xcel Wealth Management
Florida
$7.8M -$73.8K -500 -1%
ERWM
528
Elk River Wealth Management
Colorado
$7.78M -$111K -750 -2%
FNT
529
First National Trust
Pennsylvania
$7.74M +$64.4K +436 +0.9%
JIC
530
Joel Isaacson & Co
New York
$7.7M +$3.84K +26 +0.1%
DT
531
Diversified Trust
Tennessee
$7.67M +$2.78M +18,800 +64%
LW
532
Linscomb Wealth
Texas
$7.59M +$438K +2,966 +7%
IAN
533
Integrated Advisors Network
Texas
$7.57M -$1.4M -9,454 -17%
AIP
534
Ameritas Investment Partners
Nebraska
$7.51M -$364K -2,467 -5%
LOAMS
535
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.47M -$858K -5,811 -11%
NC
536
Nightview Capital
Texas
$7.45M
SF
537
Summit Financial
New Jersey
$7.42M +$25.5K +173 +0.4%
SFG
538
SevenBridge Financial Group
Pennsylvania
$7.41M +$533K +3,607 +9%
CCP
539
Cunning Capital Partners
North Carolina
$7.28M -$1.88M -12,745 -22%
BI
540
Bradyco Inc
Massachusetts
$7.21M
CSS
541
Cubist Systematic Strategies
Connecticut
$7.11M +$6.6M +44,710 New
GT
542
Glenview Trust
Kentucky
$7.09M -$729K -4,937 -10%
TI
543
Tidal Investments
Wisconsin
$7.08M -$31.9K -216 -0.5%
GAM
544
Gotham Asset Management
New York
$7.07M +$1.69M +11,424 +35%
VT
545
Vise Technologies
New York
$7.03M -$110K -745 -2%
VA
546
Vident Advisory
Georgia
$7.01M +$709K +4,801 +12%
SP
547
Sarasin & Partners
United Kingdom
$6.9M -$48M -324,735 -88%
TW
548
Trajan Wealth
Arizona
$6.85M -$249K -1,685 -4%
OAM
549
Occidental Asset Management
California
$6.8M +$5.61K +38 +0.1%
UCFA
550
United Capital Financial Advisors
Texas
$6.8M +$184K +1,245 +3%