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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
PK
1776
Pflug Koory
Nebraska
$290K
AI
1777
Auour Investments
Massachusetts
$289K -$14.8K -100 -5%
SFG
1778
Sterling Financial Group
California
$289K +$4.13K +28 +2%
RWP
1779
Revolve Wealth Partners
New Jersey
$289K -$148 -1 -0.1%
DOA
1780
D'Orazio & Associates
Virginia
$288K -$1.03K -7 -0.4%
RFM
1781
Royal Fund Management
Florida
$288K -$142K -961 -35%
RAM
1782
Riggs Asset Management
Pennsylvania
$287K -$6.79K -46 -2%
AIM
1783
Athena Investment Management
California
$287K -$6.2K -42 -2%
FWA
1784
FSM Wealth Advisors
Ohio
$286K +$266K +1,802 New
VEA
1785
Virtus ETF Advisers
New York
$286K -$44.2K -299 -14%
EW
1786
Entruity Wealth
California
$286K
NCM
1787
Neumann Capital Management
California
$286K
RC
1788
Reik & Co
New York
$286K
AWA
1789
AGH Wealth Advisors
Kansas
$286K +$14.3K +97 +6%
LAM
1790
Longboard Asset Management
Arizona
$285K +$265K +1,796 New
HFP
1791
Holistic Financial Partners
Indiana
$283K +$10.3K +70 +4%
CPRC
1792
Consolidated Portfolio Review Corp
New York
$283K -$51.7K -350 -16%
CIM
1793
Cambria Investment Management
California
$282K +$28.6K +194 +12%
BSG
1794
Black Swift Group
Colorado
$282K +$24.5K +166 +10%
RA
1795
Rise Advisors
New York
$282K +$4.58K +31 +2%
FC
1796
Fusion Capital
South Carolina
$281K +$2.21K +15 +0.9%
WA
1797
WealthTrust Axiom
Pennsylvania
$281K
DIP
1798
Davis Investment Partners
North Carolina
$281K -$886 -6 -0.3%
KOC
1799
Koss-Olinger Consulting
Florida
$281K
CWA
1800
CM Wealth Advisors
Ohio
$281K