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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
A
651
AustralianSuper
Australia
$4.72M +$183K +1,238 +4%
CA
652
CoreCap Advisors
Michigan
$4.7M +$3.97M +26,914 +1,003%
A
653
AlphaQuest
New York
$4.7M +$3.48M +23,599 +395%
HWA
654
HCR Wealth Advisors
California
$4.7M +$84.2K +570 +2%
NMG
655
New Millennium Group
Utah
$4.67M +$4.34M +29,361 +101,245%
SG
656
StoneX Group
New York
$4.65M -$1.04M -7,014 -19%
CI
657
Capital International
California
$4.62M -$52.1K -353 -1%
AP
658
Americana Partners
Texas
$4.62M -$483K -3,271 -10%
BFG
659
Bleakley Financial Group
New Jersey
$4.61M -$210K -1,423 -5%
STA
660
Summit Trail Advisors
New York
$4.52M +$715K +4,840 +21%
AF
661
Alerus Financial
North Dakota
$4.5M +$32.3K +219 +0.8%
SI
662
Stephens Inc
Arkansas
$4.49M -$119K -809 -3%
GT
663
Greenleaf Trust
Michigan
$4.43M -$125K -844 -3%
MAS
664
Meeder Advisory Services
Ohio
$4.41M +$113K +764 +3%
IWC
665
Integrated Wealth Concepts
Massachusetts
$4.41M +$54.5K +369 +1%
FWP
666
FAS Wealth Partners
Kansas
$4.41M +$173K +1,173 +4%
MC
667
Mirabaud & Cie
Switzerland
$4.41M +$61.3K +415 +2%
HCM
668
Hodges Capital Management
Texas
$4.35M -$1.77K -12 -0%
MHC
669
Meyer Handelman Company
New York
$4.35M
GWM
670
Glass Wealth Management
Texas
$4.34M +$442K +2,990 +12%
S
671
SignatureFD
Georgia
$4.34M +$53.7K +364 +1%
TC
672
Trilogy Capital
California
$4.34M -$99.2K -672 -2%
TPCW
673
TD Private Client Wealth
New York
$4.32M -$1.62M -10,971 -29%
KJHP
674
K.J. Harrison & Partners
Ontario, Canada
$4.3M -$768K -5,200 -16%
TS
675
Triglav Skladi
Slovenia
$4.29M +$1.1M +7,465 +38%