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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
AW
751
Alaethes Wealth
Nevada
$3.28M -$345K -2,335 -10%
MCWS
752
McKinley Carter Wealth Services
West Virginia
$3.28M -$60.5K -410 -2%
CIA
753
Capital Investment Advisors
Georgia
$3.28M -$373K -2,526 -11%
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.24M -$116K -785 -4%
SIM
755
Stratos Investment Management
Ohio
$3.23M -$21.4K -145 -0.7%
AFG
756
Atomi Financial Group
New York
$3.23M +$111K +750 +4%
SLI
757
Sumitomo Life Insurance
Japan
$3.2M -$96.3K -652 -3%
WAM
758
Werlinich Asset Management
Connecticut
$3.19M
DLCIG
759
D.L. Carlson Investment Group
New Hampshire
$3.18M +$172K +1,166 +6%
SWP
760
Sagespring Wealth Partners
Tennessee
$3.17M +$61.1K +414 +2%
BIM
761
Baldwin Investment Management
Pennsylvania
$3.13M -$28.8K -195 -1%
HAIM
762
Hunter Associates Investment Management
Pennsylvania
$3.12M +$97K +657 +3%
CT
763
Caldwell Trust
Florida
$3.1M -$13K -88 -0.4%
CFCI
764
Comprehensive Financial Consultants Institutional
Indiana
$3.08M -$75.5K -511 -3%
CAM
765
Cacti Asset Management
Georgia
$3.04M -$148K -1,000 -5%
BAM
766
Belpointe Asset Management
Nevada
$3.02M +$2.28M +15,453 +433%
HCCM
767
Hudson Canyon Capital Management
New York
$3.01M -$90.7K -614 -3%
MFS
768
Mirabella Financial Services
United Kingdom
$3M +$1.68M +11,386 +151%
CAM
769
Covenant Asset Management
New Jersey
$3M -$591 -4 -0%
MSAM
770
Moloney Securities Asset Management
Missouri
$2.99M -$295K -1,998 -10%
IIL
771
Insight Inv LLC
California
$2.96M +$140K +945 +5%
CIA
772
Choate Investment Advisors
Massachusetts
$2.94M -$4.72K -32 -0.2%
AWA
773
Aaron Wealth Advisors
Illinois
$2.93M +$1.32M +8,965 +95%
QI
774
Qtron Investments
Massachusetts
$2.93M +$334K +2,259 +14%
JWM
775
JPL Wealth Management
Colorado
$2.92M +$2.07K +14 +0.1%