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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
GDCM
851
Galaxy Digital Capital Management
New York
$2.42M +$28.8K +195 +1%
CIAS
852
Capital Investment Advisory Services
North Carolina
$2.41M +$14K +95 +0.6%
BTI
853
Blue Trust Inc
Georgia
$2.41M +$10.5K +71 +0.5%
WWM
854
Wolff Wiese Magana
California
$2.41M -$7.97K -54 -0.4%
SCA
855
Snowden Capital Advisors
New York
$2.4M +$99.4K +673 +5%
TRCT
856
Tower Research Capital (TRC)
New York
$2.4M -$2.88M -19,483 -56%
MTC
857
Matrix Trust Company
Colorado
$2.4M -$170K -1,148 -7%
EWA
858
EverSource Wealth Advisors
Alabama
$2.38M -$34.4K -233 -2%
EW
859
Evoke Wealth
California
$2.38M +$625K +4,235 +39%
IAS
860
Insigneo Advisory Services
Florida
$2.38M -$19.9K -135 -0.9%
TIA
861
Trust Investment Advisors
Indiana
$2.38M +$19.2K +130 +0.9%
MAM
862
Mystic Asset Management
Rhode Island
$2.37M -$1.62K -11 -0.1%
AC
863
Avestar Capital
New York
$2.37M -$709K -4,804 -24%
WW
864
Waterfront Wealth
Kansas
$2.36M +$15.9K +108 +0.7%
ANTB
865
AMG National Trust Bank
Colorado
$2.35M -$96.3K -652 -4%
DWT
866
Dorsey & Whitney Trust
South Dakota
$2.34M -$60K -406 -3%
SF
867
Symphony Financial
Texas
$2.34M -$99.4K -673 -4%
WJWM
868
Williams Jones Wealth Management
New York
$2.34M -$48K -325 -2%
ICP
869
Interchange Capital Partners
Pennsylvania
$2.33M +$287K +1,943 +15%
NWM
870
Northcape Wealth Management
New York
$2.33M
PFS
871
Prospera Financial Services
Texas
$2.32M -$1.55M -10,521 -42%
TF
872
TLWM Financial
Texas
$2.31M +$111K +755 +5%
CC
873
Courier Capital
New York
$2.28M -$10.5K -71 -0.5%
TAM
874
Trust Asset Management
Texas
$2.27M
DAS
875
Diversify Advisory Services
Utah
$2.27M -$335K -2,270 -14%