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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
BSSFA
1676
Baron Silver Stevens Financial Advisors
Florida
$348K +$295 +2 +0.1%
CB
1677
Cadence Bank
Mississippi
$347K +$9.45K +64 +3%
LA
1678
Legacy Advisors
Pennsylvania
$347K +$322K +2,184 New
CFA
1679
CWS Financial Advisors
Michigan
$347K +$14.8K +100 +5%
EP
1680
Edgestream Partners
New Jersey
$346K -$10.8M -72,943 -97%
QFW
1681
QTR Family Wealth
Florida
$345K +$45.6K +309 +17%
BSB
1682
Bangor Savings Bank
Maine
$344K
MFG
1683
Mosaic Financial Group
Illinois
$344K
BF
1684
Brucke Financial
Indiana
$344K +$27K +183 +10%
SB
1685
Sunflower Bank
Texas
$344K
WCWM
1686
Willow Creek Wealth Management
California
$343K -$33.4K -226 -9%
CAL
1687
Capital Advisors Ltd
Ohio
$342K
AIC
1688
Argus Investors Counsel
New York
$342K -$436K -2,950 -58%
PCP
1689
Proficio Capital Partners
Massachusetts
$341K -$942K -6,379 -75%
CWA
1690
Canvas Wealth Advisors
Kansas
$341K +$2.81K +19 +0.9%
MIM
1691
Macroview Investment Management
Maryland
$341K +$1.18K +8 +0.4%
WP
1692
WealthShield Partners
North Carolina
$341K -$148 -1 -0%
BFA
1693
Beacon Financial Advisory
Ohio
$341K +$13.1K +89 +4%
EHC
1694
Everett Harris & Co
California
$339K
NCTC
1695
New Covenant Trust Company
Indiana
$338K -$123K -834 -28%
WRPWM
1696
Werba Rubin Papier Wealth Management
California
$337K +$10.8K +73 +4%
BWAM
1697
Boyd Watterson Asset Management
Ohio
$336K -$7.97K -54 -2%
TR
1698
Tepp RIA
New Jersey
$335K +$25.8K +175 +9%
NSAM
1699
North Star Asset Management
Wisconsin
$335K
MWM
1700
Manske Wealth Management
Texas
$334K