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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
CAM
2051
Close Asset Management
United Kingdom
$103K
LI
2052
LRI Investments
Florida
$103K +$28.1K +190 +42%
MMCM
2053
Murphy & Mullick Capital Management
New York
$100K +$148 +1 +0.2%
UFPG
2054
United Financial Planning Group
New York
$93.5K +$86.8K +588 New
HCM
2055
Horrell Capital Management
Arkansas
$92.7K
MIA
2056
MeadowBrook Investment Advisors
Michigan
$91.4K
PWA
2057
Physician Wealth Advisors
Utah
$90.3K +$38.8K +263 +86%
BL
2058
BFSG LLC
California
$89K
DWA
2059
Delos Wealth Advisors
Texas
$84.4K
CFD
2060
Creative Financial Designs
Indiana
$82.3K +$5.17K +35 +7%
OP
2061
ORG Partners
Indiana
$82.2K +$14.8K +100 +24%
AWM
2062
Activest Wealth Management
Florida
$81.9K +$3.4K +23 +5%
TCM
2063
Tradewinds Capital Management
Washington
$81.9K +$76K +515 New
WA
2064
WPG Advisers
Maryland
$81.9K
SL
2065
Salomon & Ludwin
Virginia
$81K +$5.76K +39 +8%
AF
2066
Aviso Financial
Ontario, Canada
$79.5K -$2.95K -20 -4%
PA
2067
Pineridge Advisors
Missouri
$79.5K
CC
2068
Corsicana & Co
Texas
$79.5K +$73.8K +500 New
BGC
2069
Beutel, Goodman & Co
Ontario, Canada
$79K
SC
2070
Solstein Capital
California
$78.4K
SIS
2071
Sound Income Strategies
Florida
$77.1K -$131K -887 -64%
T
2072
TOBAM
France
$77K +$26K +176 +57%
GFWA
2073
Grey Fox Wealth Advisors
Delaware
$76.2K +$70.7K +479 New
AAG
2074
Accordant Advisory Group
Maryland
$74.7K
FWM
2075
FSA Wealth Management
Massachusetts
$71.9K +$148 +1 +0.2%