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
HDA
1651
Harold Davidson & Associates
California
$364K
GSIS
1652
Global Strategic Investment Solutions
Arizona
$362K -$11.7K -79 -3%
WG
1653
Welch Group
Alabama
$362K
GF
1654
Gries Financial
Ohio
$362K +$336K +2,278 New
ONST
1655
Old North State Trust
North Carolina
$361K
ACM
1656
Aster Capital Management
United Arab Emirates
$361K -$2.01M -13,618 -86%
BFG
1657
Bouchey Financial Group
New York
$361K
WCM
1658
Weaver Capital Management
Georgia
$360K +$334K +2,264 New
NAM
1659
NTV Asset Management
West Virginia
$357K +$78.6K +532 +31%
VFG
1660
Victory Financial Group
Texas
$357K -$61.7K -418 -16%
LGG
1661
Luts & Greenleigh Group
Maryland
$357K +$6.5K +44 +2%
MA
1662
Maxele Advisors
Missouri
$357K
WGAM
1663
Wilkinson Global Asset Management
New York
$354K
MHWM
1664
Montz Harcus Wealth Management
Louisiana
$353K +$1.33K +9 +0.4%
RP
1665
Riverwater Partners
Wisconsin
$353K -$25.4K -172 -7%
ET
1666
Equitable Trust
Tennessee
$351K
CA
1667
Crewe Advisors
Utah
$351K +$326K +2,206 New
WSFG
1668
Wall Street Financial Group
Illinois
$351K -$443 -3 -0.1%
WDG
1669
Wealth Dimensions Group
Ohio
$350K +$148 +1 +0%
AMBIA
1670
Allen Mooney & Barnes Investment Advisors
Georgia
$350K +$443 +3 +0.1%
GIM
1671
Groesbeck Investment Management
New Jersey
$350K
IPW
1672
Intergy Private Wealth
Colorado
$349K -$7.83K -53 -2%
BBPWM
1673
Blue Bell Private Wealth Management
Pennsylvania
$349K +$18.3K +124 +6%
ES
1674
Eagle Strategies
New York
$349K +$1.77K +12 +0.5%
BI
1675
Binnacle Investments
Iowa
$349K +$19.2K +130 +6%