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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
VNIM
676
Vaughan Nelson Investment Management
Texas
$4.26M
BEI
677
Benjamin Edwards Inc
Missouri
$4.23M +$74.6K +505 +2%
TC
678
Truvestments Capital
Florida
$4.21M -$1.08M -7,305 -22%
DCM
679
Dimension Capital Management
Florida
$4.18M
NLP
680
Next Level Private
New York
$4.17M +$13.9K +94 +0.4%
MYIA
681
Mount Yale Investment Advisors
Colorado
$4.16M +$2.83M +19,182 +274%
BRWA
682
B. Riley Wealth Advisors
Florida
$4.12M -$154K -1,046 -4%
PAM
683
Palisade Asset Management
Minnesota
$4.11M +$1.33K +9 +0%
SSWM
684
Smith Salley Wealth Management
North Carolina
$4.09M +$646K +4,375 +20%
CFO
685
Callan Family Office
Pennsylvania
$4.09M -$423K -2,868 -10%
JSSH
686
J. Safra Sarasin Holding
$4.07M +$167K +1,128 +5%
CAAS
687
Capital Asset Advisory Services
Michigan
$4.07M +$171K +1,158 +5%
HCA
688
Harbor Capital Advisors
Illinois
$4.06M +$101K +682 +3%
GRP
689
Global Retirement Partners
California
$4.05M +$271K +1,833 +8%
SWP
690
Stratos Wealth Partners
Ohio
$4.04M +$363K +2,458 +11%
TCOT
691
Trust Company of Toledo
Ohio
$4.02M +$34.8K +236 +0.9%
CANC
692
Culbertson A N & Co
Virginia
$4.01M +$14.8K +100 +0.4%
GAM
693
Griffin Asset Management
New York
$4M +$84K +569 +2%
CTI
694
Community Trust & Investment
Kentucky
$4M -$118K -799 -3%
MK
695
MASTERINVEST Kapitalanlage
$4M +$281K +1,900 +8%
FSA
696
Franklin Street Advisors
North Carolina
$3.97M
RPC
697
Rossmore Private Capital
Connecticut
$3.97M +$88.9K +602 +2%
BC
698
Burney Company
Virginia
$3.96M +$58.8K +398 +2%
SC
699
Stolper & Co
Oklahoma
$3.95M +$7.68K +52 +0.2%
BIG
700
Brooklyn Investment Group
New York
$3.95M -$302K -2,047 -7%