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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
ECM
626
Everence Capital Management
Indiana
$5.13M
LM
627
Lincluden Management
Ontario, Canada
$5.11M -$35.4K -240 -0.7%
SC
628
Scholtz & Company
Connecticut
$5.11M -$272K -1,842 -5%
CAM
629
Cresset Asset Management
Illinois
$5.09M +$485K +3,287 +11%
SPC
630
Sigma Planning Corp
Michigan
$5.06M -$129K -876 -3%
ASN
631
Advisory Services Network
Georgia
$5.05M +$241K +1,630 +5%
CIA
632
Concurrent Investment Advisors
Florida
$5.05M -$1.42M -9,626 -23%
PWMG
633
Pinnacle Wealth Management Group
Michigan
$5.04M -$35.9K -243 -0.8%
MNBTD
634
Moody National Bank Trust Division
Texas
$5.02M +$145K +981 +3%
SC
635
SouthState Corp
Florida
$5.01M -$213K -1,440 -4%
PAMP
636
Polar Asset Management Partners
Ontario, Canada
$4.99M +$3.51M +23,800 +313%
RCMU
637
Rokos Capital Management (UK)
United Kingdom
$4.99M -$177M -1,199,074 -97%
MFS
638
Mattson Financial Services
Michigan
$4.98M -$13.6K -92 -0.3%
WAM
639
Weiss Asset Management
Massachusetts
$4.95M +$4.6M +31,136 New
SWM
640
Sculati Wealth Management
Michigan
$4.92M -$28.6K -194 -0.6%
SFS
641
Sowell Financial Services
Arkansas
$4.9M +$1.42M +9,619 +45%
SIC
642
Salem Investment Counselors
North Carolina
$4.86M +$45.3K +307 +1%
CTC
643
Central Trust Company
Missouri
$4.86M -$71.5K -484 -2%
DIA
644
Dana Investment Advisors
Wisconsin
$4.84M -$616K -4,172 -12%
GI
645
GAMMA Investing
California
$4.84M +$313K +2,123 +7%
KRSITF
646
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.82M -$132K -891 -3%
PP
647
Patten & Patten
Tennessee
$4.79M -$70.6K -478 -2%
GFA
648
Gifford Fong Associates
California
$4.77M
AHC
649
Adell Harriman & Carpenter
Texas
$4.76M -$497K -3,363 -10%
FCP
650
Fidelis Capital Partners
Florida
$4.74M +$53.7K +364 +1%