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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
PFM
1751
Patton Fund Management
Texas
$302K
GAM
1752
Gemmer Asset Management
California
$302K -$148 -1 -0.1%
NSB
1753
Norway Savings Bank
Maine
$301K -$2.21K -15 -0.8%
GPWM
1754
Grant Private Wealth Management
California
$301K +$279K +1,892 New
JC
1755
JB Capital
Connecticut
$300K +$4.43K +30 +2%
PHAM
1756
Palisades Hudson Asset Management
Florida
$299K
LCWP
1757
Legacy Capital Wealth Partners
Arkansas
$299K +$27.2K +184 +11%
ACC
1758
Acorn Creek Capital
Colorado
$299K +$2.95K +20 +1%
CC
1759
Chicago Capital
Illinois
$298K
OPCM
1760
Osborne Partners Capital Management
California
$298K +$1.92K +13 +0.7%
BHIA
1761
Birch Hill Investment Advisors
Massachusetts
$297K
S
1762
Sunpointe
Missouri
$297K -$116K -787 -30%
HFS
1763
Hantz Financial Services
Michigan
$297K +$100K +678 +57%
TWP
1764
Tyche Wealth Partners
Texas
$296K
GIM
1765
Gold Investment Management
Alberta, Canada
$295K
FFC
1766
Frederick Financial Consultants
Maryland
$294K +$10K +68 +4%
LAM
1767
Lifestyle Asset Management
Texas
$294K -$2.51K -17 -0.9%
BWM
1768
BKM Wealth Management
Wisconsin
$294K -$27.3K -185 -9%
FFA
1769
Florida Financial Advisors
Florida
$293K -$34.1K -231 -11%
LWM
1770
LeConte Wealth Management
Tennessee
$293K +$9.75K +66 +4%
BWM
1771
BlackDiamond Wealth Management
New York
$292K +$5.46K +37 +2%
CAM
1772
Cozad Asset Management
Illinois
$291K -$5.76K -39 -2%
CIC
1773
Carnegie Investment Counsel
Ohio
$291K +$47.8K +324 +21%
TCMP
1774
Thrive Capital Management (Pennsylvania)
Pennsylvania
$291K -$24.2K -164 -8%
WIM
1775
Warwick Investment Management
Texas
$291K +$31.5K +213 +13%