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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
LRWA
951
Long Run Wealth Advisors
New York
$1.78M -$165K -1,116 -9%
MP
952
Moment Partners
California
$1.77M +$265K +1,793 +19%
AP
953
Advisors Preferred
Maryland
$1.77M
DAM
954
Delta Asset Management
Tennessee
$1.76M -$1.48K -10 -0.1%
CASB
955
Cape Ann Savings Bank
Massachusetts
$1.75M +$104K +703 +7%
Financial Engines Advisors
956
Financial Engines Advisors
California
$1.75M +$43.1K +292 +3%
HFM
957
Hartford Funds Management
Pennsylvania
$1.74M +$525K +3,558 +48%
TCM
958
Twin Capital Management
Pennsylvania
$1.74M -$21.7K -147 -1%
Tudor Investment Corp
959
Tudor Investment Corp
Connecticut
$1.72M -$1.62M -10,972 -50%
ZIG
960
Zullo Investment Group
Pennsylvania
$1.71M -$6.35K -43 -0.4%
MCM
961
Mork Capital Management
California
$1.7M
PPW
962
Parcion Private Wealth
Washington
$1.68M +$94.9K +643 +6%
CAM
963
Congress Asset Management
Massachusetts
$1.66M -$460K -3,118 -23%
QC
964
Quadrature Capital
United Kingdom
$1.66M -$14M -94,494 -90%
MMPW
965
Mitchell McLeod Pugh & Williams
Alabama
$1.65M +$18.2K +123 +1%
PA
966
Procyon Advisors
Connecticut
$1.64M +$68.1K +461 +5%
KA
967
KLCM Advisors
Wisconsin
$1.64M +$109K +738 +8%
Axa
968
Axa
France
$1.63M -$80.3M -543,584 -98%
EPIM
969
Evelyn Partners Investment Management
$1.63M -$185K -1,250 -11%
MAM
970
Morse Asset Management
Connecticut
$1.63M +$115K +776 +8%
GCA
971
Gallagher Capital Advisors
Texas
$1.63M +$10K +68 +0.7%
MFIM
972
Mesirow Financial Investment Management
Illinois
$1.62M -$13.1K -89 -0.9%
NP
973
Nilsine Partners
Colorado
$1.62M +$87.3K +591 +6%
GFP
974
Gryphon Financial Partners
Ohio
$1.61M +$62K +420 +4%
PPWP
975
Premier Path Wealth Partners
New Jersey
$1.6M +$1.33K +9 +0.1%