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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
BFPW
801
BOK Financial Private Wealth
Colorado
$2.74M -$18.8K -127 -0.7%
SAM
802
Smartleaf Asset Management
Massachusetts
$2.74M +$768K +5,203 +44%
CFB
803
Cullen/Frost Bankers
Texas
$2.74M -$29.2K -198 -1%
IIC
804
Ironwood Investment Counsel
Arizona
$2.73M -$2.07K -14 -0.1%
IB
805
Intrust Bank
Kansas
$2.73M -$115K -776 -4%
ALA
806
Atlas Legacy Advisors
California
$2.73M +$1.15M +7,785 +83%
QT
807
Quantbot Technologies
New York
$2.72M -$2.59M -17,553 -51%
VFA
808
Valeo Financial Advisors
Indiana
$2.71M -$223K -1,513 -8%
OAM
809
Oak Asset Management
California
$2.69M -$96K -650 -4%
AA
810
Altman Advisors
Illinois
$2.69M -$17K -115 -0.7%
BFA
811
Brown Financial Advisors
Ohio
$2.69M -$22.9K -155 -0.9%
ASC
812
Atalanta Sosnoff Capital
New York
$2.68M +$1.43M +9,706 +136%
IFWM
813
Institute for Wealth Management
Colorado
$2.68M -$38.2K -259 -2%
NW
814
NewEdge Wealth
Pennsylvania
$2.68M -$183K -1,241 -7%
AF
815
Arrow Financial
New York
$2.68M -$19.2K -130 -0.8%
FDS
816
Freedom Day Solutions
Texas
$2.66M -$105K -708 -4%
CAG
817
Crestwood Advisors Group
Massachusetts
$2.65M +$78.1K +529 +3%
Luther King Capital Management (LKCM)
818
Luther King Capital Management (LKCM)
Texas
$2.65M -$400K -2,709 -14%
PA
819
Profund Advisors
Maryland
$2.64M +$176K +1,192 +8%
SPS
820
Susquehanna Portfolio Strategies
Pennsylvania
$2.62M
CT
821
Coastline Trust
Rhode Island
$2.62M -$25.8K -175 -1%
ST
822
Somerset Trust
Pennsylvania
$2.62M +$23.8K +161 +1%
IA
823
IFC Advisors
California
$2.6M +$1.18K +8 +0%
DWM
824
Dynasty Wealth Management
Florida
$2.58M +$632K +4,280 +36%
1SB
825
1ST Source Bank
Indiana
$2.56M -$5.46K -37 -0.2%