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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
RTC
1826
Real Talk Capital
Tennessee
$269K +$250K +1,691 New
KIG
1827
Kennedy Investment Group
New Jersey
$269K +$1.03K +7 +0.4%
CG
1828
CFO4Life Group
Texas
$268K +$8.56K +58 +4%
WCFA
1829
Walkner Condon Financial Advisors
Wisconsin
$268K +$13.6K +92 +6%
PHS
1830
Pekin Hardy Strauss
Illinois
$268K +$7.83K +53 +3%
SPC
1831
Spirepoint Private Client
Florida
$268K +$249K +1,684 New
OWP
1832
ORG Wealth Partners
Texas
$267K +$137K +927 +123%
CCA
1833
Carrera Capital Advisors
Michigan
$266K +$29.5K +200 +14%
RWM
1834
Riverbend Wealth Management
South Carolina
$266K -$4.87K -33 -2%
CWM
1835
Centurion Wealth Management
Virginia
$265K -$3.1K -21 -1%
RPWA
1836
Regent Peak Wealth Advisors
Georgia
$265K +$246K +1,667 New
NCM
1837
Noesis Capital Mangement
Florida
$265K +$1.62K +11 +0.7%
SAM
1838
Secure Asset Management
Michigan
$265K +$10.8K +73 +5%
SPWM
1839
Schrum Private Wealth Management
Florida
$265K -$2.95K -20 -1%
HCWM
1840
Hidden Cove Wealth Management
Washington
$264K +$245K +1,661 New
BFO
1841
Biltmore Family Office
North Carolina
$264K +$7.53K +51 +3%
WP
1842
Westmount Partners
California
$264K +$2.81K +19 +1%
WHG
1843
Westwood Holdings Group
Texas
$263K -$20.7K -140 -8%
PSCM
1844
Per Stirling Capital Management
Texas
$263K +$443 +3 +0.2%
MGWM
1845
Marks Group Wealth Management
Minnesota
$263K +$738 +5 +0.3%
JIP
1846
Jaffetilchin Investment Partners
Florida
$263K
PWP
1847
Precedent Wealth Partners
Texas
$263K -$11.4K -77 -4%
HPM
1848
Hoxton Planning & Management
West Virginia
$262K -$10.3K -70 -4%
FWI
1849
Facet Wealth Inc
Maryland
$262K +$243K +1,648 New
FA
1850
FDx Advisors
Illinois
$261K -$100K -680 -30%