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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
FCM
1626
Firestone Capital Management
Florida
$382K +$3.99K +27 +1%
VC
1627
Veracity Capital
Georgia
$381K +$738 +5 +0.2%
NG
1628
Novem Group
New York
$380K -$20.4K -138 -5%
GCM
1629
Goldstream Capital Management
Hong Kong
$378K
GWM
1630
Gitterman Wealth Management
New Jersey
$376K -$7.24K -49 -2%
QL
1631
Quarry LP
New York
$375K +$298K +2,019 +592%
TWM
1632
Tripletail Wealth Management
Florida
$375K +$52.1K +353 +18%
IGGA
1633
Iron Gate Global Advisors
Utah
$374K
DWG
1634
Darden Wealth Group
Michigan
$374K -$6.79K -46 -2%
FFA
1635
Fragasso Financial Advisors
Pennsylvania
$373K +$18.3K +124 +6%
MGIA
1636
Matthew Goff Investment Advisor
Texas
$372K +$18.8K +127 +6%
VST
1637
Van Strum & Towne
California
$372K
CT
1638
ClearAlpha Technologies
Connecticut
$371K +$345K +2,337 New
PWA
1639
Primoris Wealth Advisors
Florida
$371K
ANBT
1640
American National Bank & Trust
Texas
$371K -$134K -907 -28%
QC
1641
Quantessence Capital
New York
$370K +$344K +2,329 New
NDSI
1642
Newman Dignan & Sheerar Inc
Rhode Island
$370K
KFS
1643
Kaizen Financial Strategies
California
$369K -$56.1K -380 -14%
SFC
1644
Strategic Financial Concepts
Texas
$368K -$43.4K -294 -11%
TLFA
1645
True Link Financial Advisors
California
$368K
FAFN
1646
First Affirmative Financial Network
Colorado
$367K +$9.01K +61 +3%
AW
1647
Alteri Wealth
California
$366K +$3.69K +25 +1%
PWA
1648
Prairie Wealth Advisors
Nebraska
$366K
CPA
1649
Capital Performance Advisors
California
$365K +$108K +734 +47%
WA
1650
Wealth Alliance
New York
$364K -$520K -3,519 -61%