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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
MWM
701
Meridian Wealth Management
Kentucky
$3.93M -$54.9K -372 -1%
NP
702
NorthRock Partners
Minnesota
$3.92M +$544K +3,687 +18%
MR
703
Munich Reinsurance
$3.92M +$3.64M +24,654 New
MOS
704
MGO One Seven
Ohio
$3.89M +$540K +3,660 +18%
NIM
705
Northeast Investment Management
Massachusetts
$3.88M -$591 -4 -0%
LSV Asset Management
706
LSV Asset Management
Illinois
$3.85M +$1.79M +12,147 +101%
VI
707
Vestcor Inc
New Brunswick, Canada
$3.8M -$161K -1,093 -4%
BPA
708
Beacon Pointe Advisors
California
$3.8M -$184K -1,246 -5%
RAM
709
Ramirez Asset Management
New York
$3.79M +$1.12M +7,556 +46%
CAMV
710
Concord Asset Management (Virginia)
Virginia
$3.79M +$22.7K +154 +0.7%
TCA
711
Transcend Capital Advisors
New Jersey
$3.79M -$90.5K -613 -3%
CWP
712
Concord Wealth Partners
Virginia
$3.77M +$2.95K +20 +0.1%
CNBT
713
Canandaigua National Bank & Trust
New York
$3.73M -$44.6K -302 -1%
LCM
714
Laurion Capital Management
New York
$3.71M +$3.45M +23,345 New
BBHC
715
Brown Brothers Harriman & Co
New York
$3.7M +$194K +1,317 +6%
JWCA
716
J.W. Cole Advisors
Florida
$3.69M +$29.4K +199 +0.9%
BCM
717
Brookstone Capital Management
Illinois
$3.68M +$81.4K +551 +2%
GIS
718
Graphene Investments SAS
France
$3.66M
ETC
719
Exchange Traded Concepts
Oklahoma
$3.64M +$1.67M +11,311 +97%
LD
720
Lipe & Dalton
New York
$3.62M -$55.1K -373 -2%
LIM
721
Leavell Investment Management
Alabama
$3.61M -$44.3K -300 -1%
YIA
722
YHB Investment Advisors
Connecticut
$3.59M
FB
723
Fulton Bank
Pennsylvania
$3.58M -$904K -6,124 -21%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$3.56M -$367K -2,483 -10%
AC
725
Asio Capital
Kentucky
$3.55M +$138K +937 +4%