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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
1IA
1701
1834 Investment Advisors
Wisconsin
$334K -$28.4K -192 -8%
SWM
1702
Silverlake Wealth Management
Vermont
$333K
PCA
1703
Purkiss Capital Advisors
Connecticut
$332K +$43.9K +297 +17%
GEA
1704
Glen Eagle Advisors
New Jersey
$332K
IRP
1705
Investment Research Partners
Pennsylvania
$331K +$298K +2,021 New
FBFS
1706
First Business Financial Services
Wisconsin
$331K
IP
1707
Investment Partners
Ohio
$329K +$295 +2 +0.1%
LWL
1708
Leo Wealth LLC
Texas
$329K -$13.4K -91 -4%
MWAM
1709
Manhattan West Asset Management
California
$329K
SWIM
1710
Smallwood Wealth Investment Management
New Jersey
$327K
PMG
1711
ProVise Management Group
Florida
$326K +$36.8K +249 +14%
AWA
1712
Alta Wealth Advisors
Massachusetts
$326K
ZAM
1713
Zevin Asset Management
Massachusetts
$323K +$300K +2,034 New
CWS
1714
Cypress Wealth Services
California
$323K +$26K +176 +9%
MAG
1715
Mayfair Advisory Group
Alabama
$322K
TWM
1716
TCFG Wealth Management
California
$322K +$45K +305 +18%
FAM
1717
Flaharty Asset Management
Florida
$319K +$31.9K +216 +12%
JCM
1718
J2 Capital Management
Michigan
$319K -$3.4K -23 -1%
IFA
1719
Interactive Financial Advisors
Illinois
$318K
GHA
1720
Granite Harbor Advisors
Texas
$318K +$6.35K +43 +2%
WPW
1721
Warther Private Wealth
Ohio
$318K -$17K -115 -5%
IPAM
1722
Investment Partners Asset Management
New Jersey
$318K
MIM
1723
Merrion Investment Management
New Jersey
$318K
EP
1724
Ehrenkranz Partners
New York
$318K +$295K +2,000 New
RCM
1725
RB Capital Management
Nevada
$318K +$30.4K +206 +11%