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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
MIA
726
MainStreet Investment Advisors
Illinois
$3.54M -$238K -1,614 -7%
EWM
727
Empirical Wealth Management
Washington
$3.53M +$369K +2,502 +13%
AIS
728
AM Investment Strategies
Tennessee
$3.53M +$19.3K +131 +0.6%
AWA
729
Arkadios Wealth Advisors
Georgia
$3.53M +$237K +1,607 +8%
WANY
730
Wealthspire Advisors (New York)
New York
$3.52M -$355K -2,404 -10%
TE
731
Tema ETFs
New York
$3.47M +$3.22M +21,837 New
CK
732
Cohen Klingenstein
New York
$3.47M
TH
733
TCTC Holdings
Texas
$3.46M -$7.38K -50 -0.2%
VCM
734
Voleon Capital Management
California
$3.45M -$827K -5,599 -21%
WBWA
735
William B. Walkup & Associates
South Carolina
$3.43M -$8.56K -58 -0.3%
IA
736
IFG Advisory
Georgia
$3.43M -$29.1K -197 -0.9%
AWM
737
AE Wealth Management
Kansas
$3.42M +$440K +2,983 +16%
SC
738
Syon Capital
California
$3.41M +$481K +3,255 +18%
RSA
739
River Street Advisors
Illinois
$3.39M +$24.1K +163 +0.8%
VF
740
Vest Financial
Virginia
$3.38M +$603K +4,087 +24%
FFA
741
Farther Finance Advisors
California
$3.38M +$625K +4,230 +25%
TNA
742
True North Advisors
Texas
$3.37M -$177K -1,201 -5%
GAG
743
GM Advisory Group
New York
$3.33M +$15.1K +102 +0.5%
WIA
744
World Investment Advisors
California
$3.32M -$31K -210 -1%
RFC
745
Regions Financial Corp
Alabama
$3.31M +$24.4K +165 +0.8%
KIA
746
KCM Investment Advisors
California
$3.3M +$30.3K +205 +1%
JF
747
Jump Financial
Illinois
$3.29M -$612K -4,148 -17%
PAM
748
Paradigm Asset Management
New York
$3.29M
HC
749
Hurley Capital
New York
$3.29M +$2.21K +15 +0.1%
AG
750
AIA Group
Hong Kong
$3.29M +$1.15M +7,797 +61%