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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
GAMC
901
Garner Asset Management Corp
Texas
$2.1M +$169K +1,147 +10%
HA
902
Harfst & Associates
Wyoming
$2.09M +$14.6K +99 +0.8%
KOCAA
903
Knights of Columbus Asset Advisors
Connecticut
$2.07M +$1.92M +13,034 New
WBC
904
Westpac Banking Corp
Australia
$2.06M -$4.66M -31,551 -71%
CIP
905
Convergence Investment Partners
Florida
$2.06M -$66.4K -450 -3%
MG
906
Mather Group
Illinois
$2.05M +$19K +129 +1%
VIA
907
Virtus Investment Advisers
Connecticut
$2.04M +$1.9M +12,855 New
CWP
908
CFM Wealth Partners
Texas
$2.04M +$198K +1,339 +12%
LSA
909
Lansing Street Advisors
Pennsylvania
$2.03M -$63.9K -433 -3%
GWM
910
Greenwich Wealth Management
Connecticut
$2.02M -$17.6K -119 -0.9%
BJL
911
Brighton Jones LLC
Washington
$2.02M +$80.8K +547 +4%
BG
912
Bahl & Gaynor
Ohio
$2.02M +$952K +6,448 +103%
RCM
913
Radnor Capital Management
Pennsylvania
$2.02M
VCA
914
Verdence Capital Advisors
Maryland
$2.01M -$637K -4,311 -26%
MGP
915
M&G plc
United Kingdom
$2.01M +$1.87M +12,635 New
SACTSONJ
916
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2M
CCG
917
Chatham Capital Group
Georgia
$2M -$184K -1,245 -9%
TNBTD
918
Trustmark National Bank Trust Department
Mississippi
$1.99M +$43.3K +293 +2%
YIH
919
Y-Intercept (HK)
Hong Kong
$1.99M -$52.3K -354 -3%
EM
920
Excalibur Management
Massachusetts
$1.96M -$35.4K -240 -2%
ECM
921
Evergreen Capital Management
Washington
$1.96M -$78.7K -533 -4%
GSEP
922
Golden State Equity Partners
California
$1.94M -$156K -1,054 -8%
BFS
923
Bard Financial Services
Connecticut
$1.94M
FCBT
924
First Citizens Bank & Trust
North Carolina
$1.93M +$131K +890 +8%
USCWA
925
U.S. Capital Wealth Advisors
Texas
$1.92M -$153K -1,037 -8%