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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
CPBTD
1551
Central Pacific Bank - Trust Division
Hawaii
$440K -$63.9K -433 -14%
LIA
1552
LBMC Investment Advisors
Tennessee
$439K +$408K +2,764 New
SPWM
1553
Spartan Planning & Wealth Management
North Carolina
$436K -$5.32K -36 -1%
CCM
1554
Charter Capital Management
Wisconsin
$435K
EA
1555
Ellsworth Advisors
Ohio
$433K +$37.1K +251 +10%
BP
1556
Broadleaf Partners
Ohio
$432K
BOPW
1557
Brandywine Oak Private Wealth
Pennsylvania
$428K
OC
1558
Oakworth Capital
Alabama
$427K
AFC
1559
AFT Forsyth & Company
Florida
$427K
AWA
1560
Amplius Wealth Advisors
Pennsylvania
$426K -$186K -1,262 -32%
CP
1561
Castleview Partners
Texas
$426K -$44.4K -301 -10%
RA
1562
Rockingstone Advisors
Massachusetts
$426K
EFSCE
1563
Enterprise Financial Services Corp (EFSC)
Missouri
$426K -$738 -5 -0.2%
ACM
1564
Ashford Capital Management
Delaware
$424K
AT
1565
American Trust
Kentucky
$424K +$114K +770 +41%
UAG
1566
United Advisor Group
Ohio
$423K +$392K +2,658 New
MWPCG
1567
Measured Wealth Private Client Group
New Hampshire
$422K -$39K -264 -9%
PWM
1568
Pines Wealth Management
North Carolina
$422K +$20.4K +138 +5%
SCP
1569
Sivia Capital Partners
California
$419K +$10.5K +71 +3%
CCFM
1570
Clear Creek Financial Management
Washington
$416K +$9.45K +64 +3%
CNB
1571
Camden National Bank
Maine
$414K -$9.6K -65 -2%
CPW
1572
Cove Private Wealth
New York
$414K
FG
1573
Fiduciary Group
Georgia
$414K +$385K +2,605 New
FSA
1574
Financial Security Advisor
Virginia
$413K +$6.79K +46 +2%
BCP
1575
Berkeley Capital Partners
Georgia
$412K +$3.99K +27 +1%