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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
MSWA
2026
Marshall & Sterling Wealth Advisors
New York
$136K -$12.8K -87 -9%
C
2027
Covestor
United Kingdom
$132K -$38.4K -260 -24%
SA
2028
SRH Advisors
Kansas
$129K +$591 +4 +0.5%
HWA
2029
HHM Wealth Advisors
Tennessee
$128K +$2.95K +20 +3%
OIA
2030
Optimum Investment Advisors
Illinois
$127K
PCC
2031
Park Circle Company
Maryland
$127K
MIM
2032
MTM Investment Management
South Carolina
$126K +$591 +4 +0.5%
CWM
2033
Cranbrook Wealth Management
Michigan
$124K -$13.6K -92 -11%
RCM
2034
Raleigh Capital Management
North Carolina
$123K -$710K -4,810 -86%
HHGA
2035
Halbert Hargrove Global Advisors
California
$121K +$102K +688 +969%
TC
2036
Trust Company
Kansas
$120K
CT
2037
Clearstead Trust
Maine
$117K
FFO
2038
Fortitude Family Office
Arizona
$116K -$2.51K -17 -2%
AWM
2039
Ameliora Wealth Management
Switzerland
$115K -$10K -68 -9%
1M
2040
1248 Management
Missouri
$113K +$148 +1 +0.1%
KFA
2041
Kelleher Financial Advisors
New York
$113K +$105K +712 New
NSG
2042
Nalls Sherbakoff Group
Tennessee
$112K
PMFA
2043
Plante Moran Financial Advisors
Michigan
$110K -$10K -68 -9%
FUBT
2044
First United Bank & Trust
Maryland
$108K +$16.8K +114 +20%
DI
2045
DAGCO Inc
Ohio
$108K +$591 +4 +0.6%
HIMS
2046
Hager Investment Management Services
New Hampshire
$107K +$1.48K +10 +2%
DPW
2047
DiNuzzo Private Wealth
Pennsylvania
$106K
FFC
2048
First Financial Corp
Indiana
$106K -$38.4K -260 -28%
BIA
2049
Bell Investment Advisors
California
$105K -$2.21K -15 -2%
EPAM
2050
Evelyn Partners Asset Management
$104K