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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
PCIA
601
Prime Capital Investment Advisors
Kansas
$5.49M +$108K +732 +2%
CAM
602
Carret Asset Management
New York
$5.48M -$66.4K -450 -1%
FAP
603
Financial Advisory Partners
Florida
$5.48M -$59.2K -401 -1%
PIM
604
Plato Investment Management
Australia
$5.46M +$256K +1,735 +5%
CA
605
Cullinan Associates
Kentucky
$5.43M -$934K -6,322 -16%
CLOS
606
Compagnie Lombard Odier SCmA
Switzerland
$5.42M +$51.7K +350 +1%
RCM
607
RNC Capital Management
California
$5.42M -$54.5K -369 -1%
CA
608
Commerzbank Aktiengesellschaft
Germany
$5.42M +$5.03M +34,072 New
SCM
609
Sterling Capital Management
North Carolina
$5.4M -$217K -1,469 -4%
SQA
610
Simon Quick Advisors
New Jersey
$5.4M -$603K -4,082 -11%
DAS
611
Dynamic Advisor Solutions
Arizona
$5.39M +$21.9K +148 +0.4%
CAC
612
Core Alternative Capital
Georgia
$5.38M -$852K -5,771 -15%
NB
613
Northwest Bancshares
Pennsylvania
$5.37M -$230K -1,559 -4%
NAAA
614
New Age Alpha Advisors
New York
$5.36M -$97.2K -658 -2%
PWM
615
Perigon Wealth Management
California
$5.29M +$276K +1,869 +6%
VAS
616
Vestmark Advisory Solutions
Massachusetts
$5.29M +$1.43M +9,692 +41%
BCM
617
Brasada Capital Management
Texas
$5.28M +$149K +1,007 +3%
FFM
618
Forum Financial Management
Illinois
$5.26M +$303K +2,054 +7%
CW
619
CreativeOne Wealth
Kansas
$5.25M +$1.13M +7,635 +30%
IWA
620
IBEX Wealth Advisors
New Jersey
$5.23M +$3.49M +23,625 +255%
UHC
621
Union Heritage Capital
Michigan
$5.22M
EH
622
Equitable Holdings
New York
$5.21M +$201K +1,362 +4%
FNBOO
623
First National Bank of Omaha
Nebraska
$5.21M -$225K -1,525 -4%
FNA
624
First National Advisers
Nebraska
$5.17M +$105K +714 +2%
AMI
625
Amica Mutual Insurance
Rhode Island
$5.13M -$885K -5,994 -16%