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
WPP
1926
Whalerock Point Partners
Rhode Island
$224K +$208K +1,410 New
IGAM
1927
iA Global Asset Management
Quebec, Canada
$224K -$230K -1,555 -52%
FWP
1928
Firethorn Wealth Partners
Georgia
$223K +$207K +1,404 New
6F
1929
626 Financial
Michigan
$223K +$207K +1,404 New
MF
1930
Meridian Financial
Massachusetts
$223K +$207K +1,402 New
ITIM
1931
Indiana Trust & Investment Management
Indiana
$222K
EWM
1932
EPG Wealth Management
Georgia
$221K -$6.35K -43 -3%
PAG
1933
Powers Advisory Group
Illinois
$221K +$205K +1,387 New
CFS
1934
Commonwealth Financial Services
West Virginia
$220K +$205K +1,387 New
TIA
1935
Traphagen Investment Advisors
New Jersey
$220K -$11.5K -78 -5%
WR
1936
WD Rutherford
Oregon
$220K
CCWM
1937
Cassaday & Co Wealth Management
Virginia
$220K +$205K +1,385 New
GA
1938
Goldstein Advisors
Wisconsin
$220K -$38.2K -259 -16%
LAMC
1939
Longview Asset Management (California)
California
$220K
CFS
1940
Coordinated Financial Services
Colorado
$218K -$17.6K -119 -8%
LCM
1941
Leisure Capital Management
California
$218K +$202K +1,370 New
PGWM
1942
Pitti Group Wealth Management
New York
$217K +$202K +1,367 New
UPS
1943
UHLMANN PRICE SECURITIES
Illinois
$217K +$202K +1,365 New
SFS
1944
Stiles Financial Services
Minnesota
$216K +$201K +1,358 New
SCM
1945
Silvant Capital Management
Georgia
$216K
Fiera Capital (Canada)
1946
Fiera Capital (Canada)
Quebec, Canada
$215K +$200K +1,355 New
CWS
1947
Confluence Wealth Services
Pennsylvania
$215K -$13.7K -93 -6%
AWP
1948
Axis Wealth Partners
Rhode Island
$215K +$199K +1,349 New
LA
1949
LexAurum Advisors
Kansas
$214K +$199K +1,348 New
MCM
1950
Manchester Capital Management
Vermont
$214K -$328K -2,218 -62%