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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
REMPR
1876
Roof Eidam Maycock Peralta (REMP)
California
$248K
TAM
1877
Titleist Asset Management
Texas
$246K -$25.7K -174 -10%
LC
1878
Landaas & Company
Wisconsin
$246K
LWM
1879
Liberty Wealth Management
California
$246K -$16.2K -110 -7%
FC
1880
Financial Council
Maryland
$245K
NWMG
1881
National Wealth Management Group
Ohio
$244K -$174K -1,175 -43%
ATS
1882
Ashton Thomas Securities
New York
$244K +$227K +1,535 New
BGAI
1883
Bruce G. Allen Investments
Colorado
$244K -$3.4K -23 -1%
BLC
1884
Brown, Lisle/Cummings
Rhode Island
$244K
DAC
1885
Dividend Assets Capital
South Carolina
$243K
WF
1886
Whelan Financial
California
$243K +$226K +1,530 New
FIC
1887
FCG Investment Company
Tennessee
$243K -$9.89K -67 -4%
TWA
1888
TCI Wealth Advisors
Arizona
$242K +$5.61K +38 +3%
AIA
1889
AssuredPartners Investment Advisors
Florida
$241K +$10K +68 +5%
HIP
1890
Harrell Investment Partners
Texas
$241K +$5.46K +37 +3%
GIA
1891
GHP Investment Advisors
Colorado
$241K
BFM
1892
Boothbay Fund Management
New York
$240K -$157K -1,063 -41%
ACP
1893
Aviance Capital Partners
Florida
$240K
BWA
1894
Burt Wealth Advisors
Maryland
$239K
AAS
1895
Ameritas Advisory Services
Nebraska
$239K -$297K -2,008 -57%
KA
1896
Kearns & Associates
California
$238K
JEST
1897
JTC Employer Solutions Trustee
Jersey
$238K
BWM
1898
Brown Wealth Management
Illinois
$238K +$221K +1,497 New
VAG
1899
VisionPoint Advisory Group
Texas
$237K -$442K -2,995 -67%
MWM
1900
Meadowbrook Wealth Management
New York
$237K +$220K +1,492 New