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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
XT
876
XTX Topco
Cayman Islands
$2.26M -$238K -1,615 -10%
DI
877
Diligent Investors
California
$2.26M +$1.03K +7 +0%
LIA
878
LS Investment Advisors
Michigan
$2.25M -$109K -735 -5%
CWAG
879
Compton Wealth Advisory Group
Virginia
$2.25M +$738 +5 +0%
CWM
880
Chesapeake Wealth Management
Virginia
$2.24M +$3.4K +23 +0.2%
NAG
881
Northstar Advisory Group
New Jersey
$2.24M +$1.68M +11,394 +427%
WSCM
882
Wellington Shields Capital Management
New York
$2.23M -$392K -2,657 -16%
TCOV
883
Trust Company of Vermont
Vermont
$2.23M -$38.7K -262 -2%
SCTC
884
Sanibel Captiva Trust Company
Florida
$2.23M -$34.7K -235 -2%
TC
885
TownSquare Capital
Utah
$2.22M -$622K -4,213 -23%
WPC
886
Wedmont Private Capital
Pennsylvania
$2.22M +$105K +714 +5%
TAM
887
Tocqueville Asset Management
New York
$2.21M
NG
888
Norden Group
Utah
$2.2M +$54.9K +372 +3%
QWM
889
Quadcap Wealth Management
Texas
$2.18M -$32.6K -221 -2%
QC
890
Quent Capital
New York
$2.18M +$15.8K +107 +0.8%
APW
891
Aventura Private Wealth
Florida
$2.16M -$26.1K -177 -1%
VCWA
892
Vanguard Capital Wealth Advisors
Colorado
$2.16M +$126K +850 +7%
SFM
893
Systematic Financial Management
New Jersey
$2.15M
AG
894
AlTi Global
New York
$2.14M +$44.6K +302 +2%
SAM
895
Silvercrest Asset Management
New York
$2.14M +$30K +203 +2%
NB
896
NBT Bank
New York
$2.14M -$148 -1 -0%
PIM
897
Penobscot Investment Management
Massachusetts
$2.12M +$37.2K +252 +2%
GDP
898
Great Diamond Partners
Maine
$2.11M -$13K -88 -0.7%
MA
899
Mutual Advisors
Nebraska
$2.11M +$114K +772 +6%
MAWA
900
Moss Adams Wealth Advisors
Washington
$2.1M +$9.6K +65 +0.5%