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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
PMA
926
Prudent Man Advisors
Illinois
$1.92M -$674K -4,564 -27%
MIA
927
MMBG Investment Advisors
Florida
$1.92M
IFG
928
Independent Financial Group
California
$1.9M +$299K +2,025 +20%
BPWM
929
BCS Private Wealth Management
New Jersey
$1.9M
VCM
930
Viewpoint Capital Management
Washington
$1.89M -$33.2K -225 -2%
LF
931
Lee Financial
Texas
$1.87M +$40.6K +275 +2%
PCM
932
Parsons Capital Management
Rhode Island
$1.86M -$144K -975 -8%
LFG
933
Larson Financial Group
Missouri
$1.85M +$143K +967 +9%
PWP
934
Principle Wealth Partners
Connecticut
$1.84M -$9.45K -64 -0.5%
FM
935
Foster & Motley
Ohio
$1.84M -$66.9K -453 -4%
ACM
936
Advisors Capital Management
New Jersey
$1.83M +$225K +1,524 +15%
MFG
937
Magnus Financial Group
New York
$1.83M +$13.7K +93 +0.8%
BAM
938
Berkshire Asset Management
Pennsylvania
$1.83M
AWE
939
Avidian Wealth Enterprises
Texas
$1.82M +$133K +901 +9%
AAM
940
AR Asset Management
California
$1.81M
CCT
941
Chemung Canal Trust
New York
$1.81M
CI
942
Cigna Investments
Connecticut
$1.8M -$9.89K -67 -0.6%
MGIA
943
Moneta Group Investment Advisors
Missouri
$1.8M +$367K +2,488 +28%
IBOK
944
Independence Bank of Kentucky
Kentucky
$1.8M -$61.4K -416 -4%
WIC
945
Wilkins Investment Counsel
Massachusetts
$1.8M -$7.38K -50 -0.4%
MSFS
946
Main Street Financial Solutions
Pennsylvania
$1.79M +$343K +2,320 +26%
AA
947
Armis Advisers
Georgia
$1.79M -$28.1K -190 -2%
CB
948
Community Bank
New York
$1.78M -$23.9K -162 -1%
VA
949
VestGen Advisors
Illinois
$1.78M -$100K -678 -6%
WT
950
Washington Trust
Rhode Island
$1.78M +$38.4K +260 +2%