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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
PRI
1726
Prepared Retirement Institute
Pennsylvania
$317K
KWMG
1727
King Wealth Management Group
Florida
$316K
WCM
1728
Wedge Capital Management
North Carolina
$316K -$9.01K -61 -3%
CS
1729
Capital Square
Tennessee
$316K
TA
1730
TruWealth Advisors
Louisiana
$316K
RPCA
1731
Running Point Capital Advisors
California
$315K +$6.5K +44 +2%
LFP
1732
Leeward Financial Partners
Washington
$314K +$443 +3 +0.2%
KWM
1733
Keebeck Wealth Management
Illinois
$313K +$23.3K +158 +9%
MCP
1734
Mirador Capital Partners
California
$313K
KBFS
1735
Kohmann Bosshard Financial Services
Ohio
$313K
OFO
1736
OneAscent Family Office
Alabama
$310K -$6.64K -45 -2%
CWA
1737
Consilio Wealth Advisors
Washington
$310K +$4.28K +29 +2%
AHL
1738
Abel Hall LLC
Louisiana
$310K -$6.05K -41 -2%
FM
1739
Family Management
New York
$310K
BL
1740
Balentine LLC
Georgia
$309K +$64.5K +437 +29%
RWM
1741
RKL Wealth Management
Pennsylvania
$309K +$443 +3 +0.2%
PWP
1742
Phillips Wealth Planners
Mississippi
$309K -$71K -481 -20%
LAM
1743
Lewis Asset Management
California
$307K +$13.6K +92 +5%
WFI
1744
West Family Investments
California
$307K +$181K +1,227 +22%
ML
1745
McAdam LLC
Pennsylvania
$306K +$32.3K +219 +13%
NRS
1746
Neville Rodie & Shaw
New York
$306K
GIM
1747
Goelzer Investment Management
Indiana
$305K -$22K -149 -7%
WMA
1748
Wealth Management Associates
New Jersey
$305K +$3.25K +22 +1%
KCM
1749
Kanawha Capital Management
Virginia
$304K
LC
1750
LCNB Corp
Ohio
$302K