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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
XF
1901
XML Financial
Maryland
$237K
FGA
1902
Fortis Group Advisors
New Jersey
$237K
TCM
1903
Traynor Capital Management
Pennsylvania
$237K +$220K +1,490 New
PAS
1904
PKS Advisory Services
New York
$236K +$219K +1,483 New
GFPC
1905
Global Financial Private Client
Florida
$235K +$218K +1,477 New
XPN
1906
XY Planning Network
Montana
$234K
RA
1907
Ransom Advisory
Rhode Island
$234K -$18.5K -125 -8%
BW
1908
BIP Wealth
Georgia
$233K +$216K +1,466 New
LRIC
1909
Long Road Investment Counsel
Michigan
$232K
RWI
1910
Red Wave Investments
Pennsylvania
$231K
CT
1911
Chicago Trust
Illinois
$230K +$1.48K +10 +0.7%
Wolverine Trading
1912
Wolverine Trading
Illinois
$230K +$210K +1,425 New
PFG
1913
Pinnacle Financial Group
Illinois
$230K +$213K +1,444 New
BWP
1914
BlueStem Wealth Partners
Minnesota
$229K -$81.7K -553 -28%
EWA
1915
Evolution Wealth Advisors
Florida
$228K
TFIPS
1916
Towarzystwo Funduszy Inwestycyjnych PZU SA
$228K
TCOO
1917
Trust Company of Oklahoma
Oklahoma
$227K
FFB
1918
First Financial Bankshares
Texas
$226K +$210K +1,422 New
PCH
1919
PGIM Custom Harvest
New Jersey
$226K +$210K +1,422 New
SWP
1920
ShoreHaven Wealth Partners
New Jersey
$226K
KFA
1921
Krane Funds Advisors
New York
$226K -$8.86K -60 -4%
RMC
1922
Resources Management Corp
Connecticut
$225K
SB
1923
SIG Brokerage
New York
$225K -$148K -1,004 -42%
GWM
1924
GK Wealth Management
Nevada
$225K +$209K +1,413 New
WTFG
1925
Wells Trecaso Financial Group
Ohio
$224K +$208K +1,412 New