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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
COCM
826
Charter Oak Capital Management
New Hampshire
$2.56M +$7.68K +52 +0.3%
LAM
827
LOM Asset Management
$2.55M +$223K +1,508 +10%
CI
828
Cherokee Insurance
Michigan
$2.54M
DCM
829
Decatur Capital Management
Georgia
$2.54M -$148 -1 -0%
CPC
830
Cookson Peirce & Co
Pennsylvania
$2.53M -$46.8K -317 -2%
PFBT
831
Parkside Financial Bank & Trust
Missouri
$2.52M +$119K +808 +5%
WAP
832
Wealthcare Advisory Partners
Pennsylvania
$2.52M +$46.7K +316 +2%
FCA
833
Fortis Capital Advisors
Kansas
$2.51M +$2.33M +15,810 New
CF
834
Centaurus Financial
California
$2.51M +$523K +3,543 +29%
AGC
835
Aspen Grove Capital
Colorado
$2.51M -$172K -1,163 -7%
WPC
836
White Pine Capital
Minnesota
$2.49M -$24.8K -168 -1%
HCM
837
Howland Capital Management
Massachusetts
$2.49M -$64.2K -435 -3%
CCA
838
Checchi Capital Advisers
California
$2.48M -$135K -911 -6%
AFS
839
Aft Forsyth & Sober
Florida
$2.46M
ECM
840
Eisler Capital Management
United Kingdom
$2.46M +$2.24M +15,166 +17,234%
NL
841
NVWM LLC
Pennsylvania
$2.45M -$28.4K -192 -1%
CFM
842
Catalyst Funds Management
Australia
$2.45M +$2.27M +15,400 New
ADBIC
843
A.D. Beadell Investment Counsel
Wisconsin
$2.45M -$51.7K -350 -2%
HT
844
Heritage Trust
Oklahoma
$2.45M +$140K +950 +7%
MAMU
845
Myriad Asset Management US
Florida
$2.44M +$2.27M +15,343 New
P
846
Pitcairn
Pennsylvania
$2.44M -$684K -4,630 -23%
HA
847
Huntleigh Advisors
Missouri
$2.44M +$183K +1,238 +9%
NERM
848
New England Research & Management
Illinois
$2.43M -$36K -244 -2%
UB
849
Umpqua Bank
Oregon
$2.42M +$66.6K +451 +3%
IIA
850
IPG Investment Advisors
California
$2.42M +$61.1K +414 +3%