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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
S
1601
Sachetta
Massachusetts
$396K +$2.07K +14 +0.6%
UF
1602
Univest Financial
Pennsylvania
$395K +$1.03K +7 +0.3%
BWP
1603
Burling Wealth Partners
Illinois
$395K -$228K -1,545 -38%
ABC
1604
Associated Banc-Corp
Wisconsin
$395K -$40.2K -272 -10%
VNA
1605
Valley National Advisers
Pennsylvania
$395K +$11.8K +80 +3%
CA
1606
Cornerstone Advisory
Maryland
$394K +$4.43K +30 +1%
BFA
1607
Bragg Financial Advisors
North Carolina
$394K -$11.1K -75 -3%
JWM
1608
JGP Wealth Management
Oregon
$394K -$152K -1,031 -29%
EGWAG
1609
Elwood & Goetz Wealth Advisory Group
Georgia
$393K +$365K +2,474 New
DAM
1610
Doheny Asset Management
California
$393K -$7.38K -50 -2%
RCM
1611
Requisite Capital Management
Texas
$393K +$365K +2,470 New
CM
1612
Capula Management
Cayman Islands
$392K +$364K +2,467 New
SCI
1613
Silver Coast Investments
United States
$392K -$12.6K -85 -3%
HWM
1614
Horizon Wealth Management
Illinois
$391K +$7.97K +54 +2%
CPCM
1615
Cardinal Point Capital Management
Ontario, Canada
$390K -$4.87K -33 -1%
AWM
1616
Ariadne Wealth Management
California
$389K -$44.2K -299 -11%
GCP
1617
GSA Capital Partners
United Kingdom
$388K -$2.19M -14,816 -86%
HWM
1618
Hemington Wealth Management
Virginia
$388K +$21.7K +147 +6%
FG
1619
Foster Group
Iowa
$387K
JCM
1620
Jacobsen Capital Management
Utah
$387K +$738 +5 +0.2%
DO
1621
denkapparat Operations
Germany
$386K +$63.2K +428 +21%
AF
1622
Apexium Financial
Texas
$386K -$11.5K -78 -3%
SCM
1623
Stevens Capital Management
Pennsylvania
$385K +$357K +2,419 New
BFA
1624
Beaumont Financial Advisors
Massachusetts
$385K -$4.43K -30 -1%
AIP
1625
Almanack Investment Partners
Pennsylvania
$384K -$22.4K -152 -6%