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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
PSB
1951
Piscataqua Savings Bank
New Hampshire
$214K -$29.5K -200 -13%
USWIA
1952
UP Strategic Wealth Investment Advisors
Pennsylvania
$214K +$194K +1,314 New
SFG
1953
Shum Financial Group
California
$214K +$198K +1,344 New
PAG
1954
Private Advisory Group
Washington
$213K +$198K +1,341 New
SI
1955
Saxon Interests
Texas
$213K +$209K +1,416 New
NPT
1956
National Philanthropic Trust
Pennsylvania
$213K +$198K +1,339 New
EI
1957
eCIO Inc
Wisconsin
$213K -$13.1K -89 -6%
WEG
1958
World Equity Group
Illinois
$212K +$198K +1,342 New
GPW
1959
Genesis Private Wealth
Virginia
$212K -$94.7K -641 -32%
YDMI
1960
Y.D. More Investments
Israel
$212K -$44.7K -303 -18%
TFS
1961
Thoroughbred Financial Services
Tennessee
$212K +$198K +1,339 New
MWA
1962
Motive Wealth Advisors
Michigan
$212K +$197K +1,333 New
MLFP
1963
MPS Loria Financial Planners
Illinois
$212K +$197K +1,332 New
NEWAS
1964
N.E.W. Advisory Services
Wisconsin
$211K +$295 +2 +0.2%
CCM
1965
Cinctive Capital Management
New York
$211K -$16.1M -108,779 -99%
HCM
1966
Hall Capital Management
Rhode Island
$211K +$196K +1,326 New
FCM
1967
Fire Capital Management
California
$210K +$196K +1,324 New
OPTFSNA
1968
Old Point Trust & Financial Services N A
Virginia
$210K +$29.5K +200 +18%
CWG
1969
Crown Wealth Group
North Carolina
$210K +$195K +1,319 New
DCBT
1970
Dakota Community Bank & Trust
North Dakota
$209K +$39.6K +268 +26%
PCM
1971
Pointe Capital Management
Michigan
$209K +$194K +1,317 New
HCMG
1972
Howard Capital Management Group
California
$209K
TAM
1973
Trillium Asset Management
Massachusetts
$209K +$194K +1,314 New
SL
1974
Summitry LLC
California
$208K +$193K +1,306 New
NWA
1975
New World Advisors
Massachusetts
$207K +$193K +1,304 New