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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
AG
776
Ascent Group
Virginia
$2.92M +$1.18M +7,999 +77%
CICI
777
Capital Investment Counsel Inc
North Carolina
$2.92M -$70.9K -480 -3%
TYCC
778
Texas Yale Capital Corp
Florida
$2.92M -$4.43K -30 -0.2%
AIM
779
Acropolis Investment Management
Missouri
$2.91M +$309K +2,096 +11%
GGA
780
Granite Group Advisors
Connecticut
$2.89M +$148 +1 +0%
ATPW
781
Ashton Thomas Private Wealth
Arizona
$2.89M +$222K +1,505 +9%
DC
782
Davenport & Co
Virginia
$2.88M -$1.75M -11,853 -40%
Koshinski Asset Management
783
Koshinski Asset Management
Illinois
$2.88M +$23.5K +159 +0.9%
FAM
784
Fulcrum Asset Management
United Kingdom
$2.87M -$74.1K -502 -3%
SI
785
Shaker Investments
Ohio
$2.86M -$5.17K -35 -0.2%
LJHT
786
Laurie J. Hall Trustee
$2.86M
SA
787
Strategic Advisors
New York
$2.85M +$4.87K +33 +0.2%
RWA
788
Redhawk Wealth Advisors
Minnesota
$2.84M +$2.64M +17,893 New
MMA
789
Miracle Mile Advisors
California
$2.82M -$78K -528 -3%
RE
790
Rydar Equities
Texas
$2.81M -$212K -1,437 -7%
SIA
791
Schear Investment Advisers
Ohio
$2.81M +$30.1K +204 +1%
PI
792
PFG Investments
New York
$2.8M -$72.8K -493 -3%
OIA
793
OneDigital Investment Advisors
Kansas
$2.78M +$213K +1,440 +9%
KF
794
Krilogy Financial
Missouri
$2.78M +$416K +2,819 +20%
MIF
795
Mediolanum International Funds
Ireland
$2.78M +$160K +1,085 +7%
WAM
796
Wakefield Asset Management
Colorado
$2.77M -$250K -1,690 -9%
AFM
797
Abbot Financial Management
Massachusetts
$2.77M -$96K -650 -4%
WT
798
Whittier Trust
California
$2.77M -$108K -729 -4%
BFS
799
Bradley Foster & Sargent
Connecticut
$2.77M +$52.1K +353 +2%
SAI
800
Systematic Alpha Investments
New Jersey
$2.75M