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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
AWM
2126
Abound Wealth Management
Tennessee
$38.1K -$1.77K -12 -5%
MSG
2127
Main Street Group
Virginia
$38K
PPA
2128
Painted Porch Advisors
California
$36.7K -$6.5K -44 -16%
CFS
2129
Compass Financial Services
Iowa
$36.6K +$295 +2 +0.9%
BT
2130
Banque Transatlantique
France
$36.5K
KG
2131
Kilter Group
New York
$35.4K +$7.68K +52 +30%
IWP
2132
IAG Wealth Partners
Wisconsin
$34.8K
SAM
2133
Strive Asset Management
Ohio
$34.3K +$31.9K +216 New
AW
2134
Avion Wealth
Texas
$34K +$2.95K +20 +10%
FLFS
2135
Family Legacy Financial Solutions
North Carolina
$33.8K +$15.1K +102 +92%
FMTCOCP
2136
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
WOSD
2137
WFA of San Diego
California
$31.8K
AWM
2138
Accredited Wealth Management
Kentucky
$30.5K -$23.9K -162 -84%
KSWA
2139
Kathleen S. Wright Associates
Pennsylvania
$30.5K
AIC
2140
Archer Investment Corporation
Indiana
$30.5K +$148 +1 +0.5%
EPIMS
2141
Evelyn Partners Investment Management Services
$29.4K
GWS
2142
Greykasell Wealth Strategies
California
$29.4K +$10.8K +73 +65%
BC
2143
Broadwater Capital
Massachusetts
$29.1K -$3.78M -25,594 -99%
PGAM
2144
Princeton Global Asset Management
New Jersey
$28.5K
PWMG
2145
Private Wealth Management Group
New Jersey
$28.3K
NWMP
2146
Noble Wealth Management PBC
Colorado
$28K +$26K +176 New
DF
2147
Dunhill Financial
United Kingdom
$27.9K +$148 +1 +0.6%
RTL
2148
Red Tortoise LLC
Georgia
$27.9K
Q1WB
2149
Quest 10 Wealth Builders
Virginia
$26.5K -$738 -5 -3%
AT
2150
Arlington Trust
Alabama
$23.5K