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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
GA
2101
Guerra Advisors
Florida
$49.8K +$46.2K +313 New
HIIFS
2102
Harel Insurance Investments & Financial Services
Israel
$49K -$266K -1,800 -85%
AIM
2103
Access Investment Management
Georgia
$48.2K
MCA
2104
Maryland Capital Advisors
Maryland
$47.7K
MWA
2105
Miller Wealth Advisors
Colorado
$45.3K
BAM
2106
Byrne Asset Management
New Jersey
$45.1K
TFG
2107
Team Financial Group
California
$43.9K
TWD
2108
True Wealth Design
Ohio
$43.9K +$14.5K +98 +55%
CWM
2109
Crowley Wealth Management
Delaware
$43.4K
PSFG
2110
Park Square Financial Group
Georgia
$42.6K -$15.4K -104 -28%
BTC
2111
Bank & Trust Company
Illinois
$42.1K
HFS
2112
Hopwood Financial Services
Virginia
$42K
HHMI
2113
Howard Hughes Medical Institute
Maryland
$41.5K -$886 -6 -2%
HWP
2114
Highline Wealth Partners
California
$41.4K +$10.2K +69 +36%
DCM
2115
Davis Capital Management
Florida
$41.3K +$38.4K +260 New
MWA
2116
Medallion Wealth Advisors
Connecticut
$41K -$4.13K -28 -10%
EAM
2117
Eukles Asset Management
Ohio
$40.9K -$25K -169 -40%
HFM
2118
Hartford Financial Management
Connecticut
$40.1K -$81.8K -554 -69%
CCM
2119
Cloud Capital Management
Washington
$40K +$37.2K +252 New
MAM
2120
Meeder Asset Management
Ohio
$39.6K -$73.8K -500 -67%
RWM
2121
RMG Wealth Management
Wisconsin
$39.3K
SIC
2122
SJS Investment Consulting
Ohio
$39.1K +$31.3K +212 +624%
FPB
2123
First PREMIER Bank
South Dakota
$39K +$13.1K +89 +57%
AP
2124
Aspect Partners
Virginia
$38.2K -$7.53K -51 -18%
AG
2125
AmeriFlex Group
Nevada
$38.1K +$24.4K +165 +220%