We are live on ! Find out more
MS icon

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
AA
1526
Auxano Advisors
Washington
$457K +$12K +81 +3%
ARMT
1527
Amica Retiree Medical Trust
Rhode Island
$457K -$69.3K -469 -14%
APW
1528
Austin Private Wealth
Texas
$456K -$19.5K -132 -4%
PL
1529
Plancorp LLC
Missouri
$454K +$8.27K +56 +2%
AI
1530
Accredited Investors
Minnesota
$453K +$66.9K +453 +19%
MW
1531
MBL Wealth
North Carolina
$453K +$172K +1,168 +70%
GLF
1532
Groupe la Francaise
France
$452K +$313K +2,121 +275%
PVI
1533
Pine Valley Investments
New Jersey
$452K +$33.7K +228 +9%
RWA
1534
River Wealth Advisors
Pennsylvania
$451K -$11.8K -80 -3%
TPA
1535
Trivium Point Advisory
Connecticut
$448K -$185K -1,256 -31%
AWS
1536
Aspen Wealth Strategies
Colorado
$448K +$17.6K +119 +4%
EW
1537
Elyxium Wealth
California
$447K +$29.7K +201 +8%
FFO
1538
Fiduciary Family Office
Florida
$447K -$126K -851 -23%
CM
1539
Cercano Management
Washington
$447K
FC
1540
Fairscale Capital
New Hampshire
$446K
GLLW
1541
Graves Light Lenhart Wealth
Virginia
$446K +$137K +930 +50%
FMTC
1542
Farmers & Merchants Trust Company
California
$446K -$47.1K -319 -10%
SWRP
1543
Summit Wealth & Retirement Planning
California
$445K
MCWA
1544
Meadow Creek Wealth Advisors
Georgia
$442K -$5.46K -37 -1%
TWM
1545
Tanager Wealth Management
United Kingdom
$442K +$16.8K +114 +4%
SH
1546
SLT Holdings
Arizona
$441K +$66.4K +450 +19%
RFP
1547
Root Financial Partners
California
$441K +$21K +142 +5%
IIM
1548
Ipswich Investment Management
Massachusetts
$441K
RYIA
1549
Roehl & Yi Investment Advisors
Oregon
$441K +$738 +5 +0.2%
GC
1550
Grimes & Company
Massachusetts
$441K -$18K -122 -4%