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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
BFIM
1026
Beese Fulmer Investment Management
Ohio
$1.39M +$1.48K +10 +0.1%
BWM
1027
Buckley Wealth Management
Nevada
$1.38M -$34.7K -235 -3%
HPC
1028
HM Payson & Co
Maine
$1.38M +$31.5K +213 +3%
WA
1029
Waverly Advisors
Alabama
$1.38M +$7.97K +54 +0.6%
SRC
1030
Sage Rhino Capital
California
$1.37M +$81.4K +551 +7%
MYLI
1031
Meiji Yasuda Life Insurance
Japan
$1.37M +$62.6K +424 +5%
OM
1032
OV Management
Minnesota
$1.36M +$7.97K +54 +0.6%
BF
1033
bLong Financial
Tennessee
$1.36M -$14.8K -100 -1%
NVIM
1034
New Vernon Investment Management
Illinois
$1.36M
SG
1035
Sienna Gestion
France
$1.35M
BHPW
1036
Beverly Hills Private Wealth
California
$1.35M -$417K -2,822 -25%
PFSC
1037
Peoples Financial Services Corp
Pennsylvania
$1.35M -$47.5K -322 -4%
FFP
1038
FourThought Financial Partners
Florida
$1.34M +$33.1K +224 +3%
MYAM
1039
Meiji Yasuda Asset Management
Japan
$1.34M -$107K -725 -8%
PW
1040
Paladin Wealth
Minnesota
$1.33M -$54.3K -368 -4%
SWM
1041
Spire Wealth Management
Virginia
$1.33M -$54.3K -368 -4%
CP
1042
CenterBook Partners
Connecticut
$1.33M +$1.23M +8,357 New
CI
1043
CX Institutional
Indiana
$1.33M +$76.5K +518 +7%
EB
1044
Eastern Bank
Massachusetts
$1.32M -$53.7K -364 -4%
GCA
1045
Genesee Capital Advisors
New York
$1.31M +$7.97K +54 +0.7%
SDAM
1046
Shulman DeMeo Asset Management
New York
$1.31M +$71K +481 +6%
HA
1047
Herold Advisors
New York
$1.31M -$52.7K -357 -4%
FMC
1048
First Merchants Corp
Indiana
$1.3M -$20.7K -140 -2%
JSW
1049
Journey Strategic Wealth
New Jersey
$1.3M +$17.4K +118 +1%
EGA
1050
E&G Advisors
Texas
$1.3M -$79.6K -539 -6%