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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
HAG
576
HighPoint Advisor Group
Illinois
$6.16M -$344K -2,328 -6%
NMIMC
577
Northwestern Mutual Investment Management Company
Wisconsin
$6.15M -$109K -740 -2%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$6.14M +$154K +1,044 +3%
CSP
579
Cary Street Partners
Virginia
$6.13M -$238K -1,615 -4%
DS
580
DRW Securities
Illinois
$6.11M +$3.27M +22,169 +136%
QCG
581
Quadrant Capital Group
Ohio
$6.05M +$36.6K +248 +0.7%
FRA
582
Frank Rimerman Advisors
California
$6.04M +$27.8K +188 +0.5%
CFP
583
Cypress Financial Planning
New Jersey
$6M +$591 +4 +0%
MFA
584
Mayflower Financial Advisors
Massachusetts
$5.92M -$156K -1,059 -3%
SC
585
Savant Capital
Illinois
$5.88M +$219K +1,482 +4%
CICC
586
Capital Investment Counsel (Colorado)
Colorado
$5.83M +$123K +835 +2%
NS
587
NBC Securities
Alabama
$5.75M +$155K +1,049 +3%
CCG
588
Ceeto Capital Group
Florida
$5.75M -$443K -3,000 -8%
SCA
589
Sandy Cove Advisors
Massachusetts
$5.74M +$9.6K +65 +0.2%
HCMT
590
Highland Capital Management (Tennessee)
Tennessee
$5.73M -$51.7K -350 -1%
ITC
591
Inspire Trust Company
Nevada
$5.72M
RWM
592
Ritholtz Wealth Management
New York
$5.69M +$386K +2,613 +8%
FTWA
593
Fifth Third Wealth Advisors
Ohio
$5.68M +$228K +1,541 +5%
MM
594
Morangie Management
Florida
$5.62M +$217K +1,471 +4%
SCI
595
S&CO Inc
Massachusetts
$5.6M -$134K -910 -3%
CGPCS
596
Capital Group Private Client Services
California
$5.59M -$20.6M -139,444 -80%
SCP
597
Shorepoint Capital Partners
Massachusetts
$5.57M +$5.18M +35,060 New
LCM
598
Logan Capital Management
Pennsylvania
$5.57M +$156K +1,059 +3%
KFP
599
KMG Fiduciary Partners
Ohio
$5.52M
CI Investments Inc
600
CI Investments Inc
Ontario, Canada
$5.5M +$4.26M +28,863 +502%