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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
AAG
1851
Armstrong Advisory Group
Massachusetts
$260K
GKWIM
1852
Gerber Kawasaki Wealth & Investment Management
California
$260K +$241K +1,633 New
GGI
1853
Godsey & Gibb Inc
Virginia
$258K -$18.3K -124 -7%
SFB
1854
STAR Financial Bank
Indiana
$257K -$11.2K -76 -4%
SGFG
1855
Silver Grove Financial Group
New York
$257K +$238K +1,614 New
LWM
1856
LJI Wealth Management
Indiana
$256K -$38.2K -259 -14%
CW
1857
Channel Wealth
California
$255K -$148 -1 -0.1%
EBSAM
1858
Eubel Brady & Suttman Asset Management
Ohio
$255K +$1.03K +7 +0.4%
MTWM
1859
Masso Torrence Wealth Management
New Jersey
$254K
CAS
1860
CTC Alternative Strategies
Illinois
$254K -$76.8K -520 -25%
GPFA
1861
Game Plan Financial Advisors
Ohio
$254K
MFS
1862
McNamara Financial Services
Massachusetts
$254K
OCM
1863
Objective Capital Management
Ohio
$254K
FCA
1864
FLC Capital Advisors
California
$254K
FWP
1865
Fiduciary Wealth Partners
Massachusetts
$252K +$234K +1,585 New
WTB
1866
Washington Trust Bank
Washington
$250K
FNC
1867
First National Corp
Massachusetts
$250K -$7.97K -54 -3%
SSC
1868
Syverson Strege & Co
Iowa
$250K -$46.8K -317 -17%
TFM
1869
TFC Financial Management
Massachusetts
$250K +$1.33K +9 +0.6%
BBW
1870
Blue Barn Wealth
Utah
$249K +$1.62K +11 +0.7%
EL
1871
EWA LLC
Pennsylvania
$249K +$8.86K +60 +4%
HL
1872
HeadInvest LLC
Maine
$249K -$17.7K -120 -7%
HFM
1873
Harvest Fund Management
China
$249K
NQWM
1874
Northwest Quadrant Wealth Management
Oregon
$248K -$29.1K -197 -11%
VFG
1875
Valley Financial Group
Pennsylvania
$248K