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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
CWM
1501
Castle Wealth Management
Florida
$479K -$738 -5 -0.2%
RPGK
1502
Retirement Planning Group (Kansas)
Kansas
$479K +$445K +3,013 New
OWA
1503
One Wealth Advisors
California
$479K -$14.5K -98 -3%
CWM
1504
Circle Wealth Management
New Jersey
$477K
SOAMC
1505
Spirit of America Management Corp
New York
$477K
SWM
1506
Steinberganna Wealth Management
New York
$477K +$443K +3,000 New
SI
1507
Severin Investments
Missouri
$475K -$7.24K -49 -2%
PCA
1508
Pallas Capital Advisors
Massachusetts
$475K -$35.4K -240 -7%
SWG
1509
Summit Wealth Group
Vermont
$475K
LSL
1510
Legacy Solutions LLC
Pennsylvania
$475K -$13.3K -90 -3%
EFG
1511
Ethos Financial Group
Pennsylvania
$475K +$203K +1,378 +86%
TA
1512
Tactive Advisors
Florida
$474K -$4.72K -32 -1%
PWP
1513
Perfromance Wealth Partners
Illinois
$473K -$31.6K -214 -7%
BFC
1514
Blue Fin Capital
Rhode Island
$471K
FFA
1515
Founders Financial Alliance
North Carolina
$469K +$591 +4 +0.1%
HI
1516
Humankind Investments
New York
$468K -$19.5K -132 -4%
OAM
1517
Ostrum Asset Management
France
$467K -$13.4K -91 -3%
GSWM
1518
Golden State Wealth Management
California
$467K +$2.95K +20 +0.7%
ORC
1519
O'Rourke & Company
Massachusetts
$467K -$6.94K -47 -2%
FOA
1520
Five Oceans Advisors
California
$466K -$19.9K -135 -4%
ASBI
1521
American State Bank (Iowa)
Iowa
$464K +$2.07K +14 +0.5%
EA
1522
Everpar Advisors
Oklahoma
$463K -$1.33K -9 -0.3%
CIC
1523
Crawford Investment Counsel
Georgia
$461K -$4.43K -30 -1%
KFI
1524
Key Financial Inc
Pennsylvania
$460K +$295 +2 +0.1%
CSB
1525
City State Bank
Iowa
$457K -$14.8K -100 -3%