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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
LMKC
1976
L.M. Kohn & Company
Ohio
$207K -$183K -1,238 -49%
PG
1977
Patten Group
Tennessee
$206K +$191K +1,296 New
CFS
1978
CRA Financial Services
New Jersey
$205K +$190K +1,288 New
CFG
1979
Carter Financial Group
Illinois
$204K +$190K +1,284 New
GWSG
1980
GPS Wealth Strategies Group
Colorado
$204K -$8.42K -57 -4%
HA
1981
Helium Advisors
Washington
$204K +$189K +1,282 New
LAIC
1982
Lederer & Associates Investment Counsel
California
$203K +$188K +1,275 New
SPWG
1983
Syntegra Private Wealth Group
Missouri
$203K +$188K +1,276 New
AWA
1984
Aletheian Wealth Advisors
Washington
$203K +$188K +1,274 New
FSC
1985
Full Sail Capital
Oklahoma
$202K +$188K +1,273 New
RCG
1986
Regatta Capital Group
California
$202K +$188K +1,271 New
CSA
1987
Cottage Street Advisors
Massachusetts
$202K +$187K +1,269 New
RWMG
1988
Redwood Wealth Management Group
New Jersey
$201K +$187K +1,265 New
FWP
1989
Falcon Wealth Planning
California
$201K +$186K +1,263 New
KCP
1990
Kera Capital Partners
California
$200K +$186K +1,259 New
SMC
1991
Smith, Moore & Co
Missouri
$200K +$186K +1,259 New
SCM
1992
Sunbeam Capital Management
Georgia
$200K +$186K +1,258 New
AIP
1993
Alexis Investment Partners
Texas
$199K +$185K +1,254 New
FMII
1994
Farmers & Merchants Investments Inc
Nebraska
$195K +$22.1K +150 +14%
RF
1995
Robinswood Financial
Washington
$191K
AI
1996
AXS Investments
New York
$191K +$177K +1,200 New
SAM
1997
Sherman Asset Management
California
$185K
CT
1998
Colonial Trust
South Carolina
$184K -$45.9K -311 -21%
PAG
1999
Paladin Advisory Group
Iowa
$184K
GPI
2000
General Partner Inc
Pennsylvania
$176K