We are live on ! Find out more
MS icon

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
BO
1801
Bank OZK
Arkansas
$281K -$5.91K -40 -2%
SP
1802
Stonebrook Private
Michigan
$280K +$17.3K +117 +7%
SEP
1803
Southland Equity Partners
Missouri
$280K +$6.05K +41 +2%
DMBA
1804
Deseret Mutual Benefit Administrators
Utah
$279K -$36.3K -246 -12%
CCG
1805
Cypress Capital Group
Florida
$278K -$7.68K -52 -3%
RWM
1806
Reston Wealth Management
Virginia
$278K +$14.6K +99 +6%
MWM
1807
Massachusetts Wealth Management
Massachusetts
$278K +$3.69K +25 +1%
PWAM
1808
Private Wealth Asset Management
Iowa
$278K +$36.9K +250 +17%
WA
1809
WP Advisors
California
$278K +$1.77K +12 +0.7%
PPC
1810
Park Place Capital
Alabama
$277K -$184K -1,244 -42%
4WM
1811
49 Wealth Management
Texas
$277K +$14.3K +97 +6%
GFA
1812
Grunden Financial Advisory
Texas
$277K
MWM
1813
Maltin Wealth Management
New Jersey
$276K +$738 +5 +0.3%
PPWM
1814
Paragon Private Wealth Management
Kentucky
$276K +$256K +1,735 New
CCG
1815
Catalina Capital Group
California
$273K +$254K +1,720 New
LI
1816
LifeWealth Investments
Florida
$273K +$3.25K +22 +1%
WAM
1817
Weatherly Asset Management
California
$273K -$4.13K -28 -2%
CWMK
1818
Caliber Wealth Management (Kansas)
Kansas
$272K -$36K -244 -12%
CBT
1819
Central Bank & Trust
Kentucky
$272K
AWM
1820
Aries Wealth Management
Maine
$271K -$148 -1 -0.1%
BAM
1821
Brave Asset Management
New Jersey
$270K
IHL
1822
Investment House LLC
California
$270K
KFGK
1823
Keystone Financial Group (Kentucky)
Kentucky
$270K +$15.2K +103 +6%
GSIAS
1824
Garden State Investment Advisory Services
New Jersey
$270K +$295 +2 +0.1%
RPSA
1825
Richard P. Slaughter Associates
Texas
$270K -$6.35K -43 -2%