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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
CIAS
2076
CBIZ Investment Advisory Services
Ohio
$71.1K -$13.4K -91 -17%
PWA
2077
Provenance Wealth Advisors
Florida
$70.4K
SN
2078
Sittner & Nelson
Oregon
$68.8K
AEPWM
2079
Atlantic Edge Private Wealth Management
Florida
$68.4K +$18.5K +125 +41%
VWA
2080
VSM Wealth Advisory
Maryland
$68.1K +$148 +1 +0.2%
CPG
2081
Cornerstone Planning Group
New Jersey
$66.1K +$28.9K +196 +96%
TLCM
2082
Twin Lakes Capital Management
California
$64.9K
TIM
2083
Tortoise Investment Management
New York
$64.6K +$3.1K +21 +5%
NC
2084
North Capital
Utah
$64.5K +$6.05K +41 +11%
BCM
2085
Boreal Capital Management
Florida
$64.2K -$14.8K -100 -20%
IAS
2086
IMA Advisory Services
Colorado
$63.3K
RS
2087
Rakuten Securities
Japan
$63.1K -$40.5K -274 -41%
FWA
2088
Flagship Wealth Advisors
Massachusetts
$62.9K
FNWA
2089
Financial Network Wealth Advisors
Utah
$60.9K +$3.99K +27 +8%
MFT
2090
Moisand Fitzgerald Tamayo
Florida
$59.9K
ETS
2091
ESL Trust Services
New York
$59.3K +$1.92K +13 +4%
RF
2092
Roxbury Financial
New Jersey
$59.3K +$443 +3 +0.8%
AA
2093
Ancora Advisors
Ohio
$59.1K -$7.97K -54 -13%
TSMHT
2094
Thurston Springer Miller Herd & Titak
Indiana
$58.3K -$361K -2,447 -87%
EIM
2095
Essex Investment Management
Massachusetts
$57.7K
BHWM
2096
Beaird Harris Wealth Management
Texas
$56.9K +$1.77K +12 +3%
NFSG
2097
Newbridge Financial Services Group
Florida
$56.2K +$36.9K +250 +243%
WA
2098
Westfuller Advisors
New York
$55.8K +$51.8K +351 New
DFA
2099
DHJJ Financial Advisors
Illinois
$53.8K
DWM
2100
Dogwood Wealth Management
Kansas
$49.9K +$7.68K +52 +20%