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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
MEG
2001
Millstone Evans Group
Colorado
$172K
TFGT
2002
TS Financial Group (TSFG)
Illinois
$169K +$295 +2 +0.2%
ABWM
2003
Alpine Bank Wealth Management
Colorado
$167K
WTA
2004
Washington Trust Advisors
Massachusetts
$166K +$10.5K +71 +7%
CAM
2005
Creekmur Asset Management
Illinois
$163K -$295 -2 -0.2%
SGK
2006
Steigerwald Gordon & Koch
Virginia
$161K +$149K +1,010 New
CB
2007
Centennial Bank
Arkansas
$159K
CNBTD
2008
Citizens National Bank Trust Department
Mississippi
$159K
FFWM
2009
Future Financial Wealth Management
Ohio
$159K
MMG
2010
Monetary Management Group
Missouri
$159K
SWA
2011
SOA Wealth Advisors
New York
$158K +$295 +2 +0.2%
BWL
2012
Bogart Wealth LLC
Virginia
$156K +$3.84K +26 +3%
MCM
2013
MV Capital Management
Maryland
$154K +$7.38K +50 +5%
CMA
2014
Cedar Mountain Advisors
Oregon
$154K +$16.7K +113 +13%
CSC
2015
Caldwell Sutter Capital
California
$152K
OAJ
2016
Ogorek Anthony Joseph
New York
$150K +$1.33K +9 +1%
GG
2017
Gleason Group
Kentucky
$149K +$886 +6 +0.6%
RFS
2018
Richardson Financial Services
Massachusetts
$145K +$36K +244 +37%
WSC
2019
Wellington Shields & Co
New York
$145K
FLP
2020
Financial Life Planners
Arizona
$143K +$133K +899 New
TIM
2021
Thompson Investment Management
Wisconsin
$141K
CAM
2022
Chesapeake Asset Management
New York
$141K
GF
2023
GGM Financials
Ohio
$140K +$130K +880 New
KA
2024
Kozak & Associates
Colorado
$139K +$22.4K +152 +21%
HDIM
2025
Hanson & Doremus Investment Management
Vermont
$139K +$9.75K +66 +8%