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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
WIM
2151
Westside Investment Management
California
$22.9K +$11.5K +78 +115%
RWA
2152
Redmont Wealth Advisors
Illinois
$22.6K
1L
2153
10Elms LLP
Oklahoma
$21.8K -$886 -6 -4%
SVCP
2154
Silicon Valley Capital Partners
California
$21.8K +$10.2K +69 +101%
SC
2155
Stephens Consulting
Michigan
$19.9K -$8.27K -56 -31%
HWA
2156
Heartwood Wealth Advisors
Virginia
$19.9K +$18.5K +125 New
VFM
2157
Vision Financial Markets
Connecticut
$19.7K
KTC
2158
Kentucky Trust Company
Kentucky
$18.9K
RF
2159
Rossby Financial
Florida
$18.8K -$1.03K -7 -6%
MAM
2160
Marquette Asset Management
Minnesota
$18.8K +$17.4K +118 New
HNW
2161
High Note Wealth
Minnesota
$18.6K +$591 +4 +4%
LFA
2162
LGT Financial Advisors
Texas
$18.4K
VWA
2163
Valued Wealth Advisors
Utah
$18K +$591 +4 +4%
FFA
2164
Frazier Financial Advisors
Ohio
$17.8K +$443 +3 +3%
FPF
2165
First Pacific Financial
Washington
$17.6K
SA
2166
Seneschal Advisors
Washington
$17.6K +$16.4K +111 New
AFWM
2167
Abich Financial Wealth Management
Virginia
$17K +$15.8K +107 New
GCM
2168
Gables Capital Management
Florida
$16.4K
ECM
2169
Estabrook Capital Management
New York
$15.9K
FDW
2170
Fourth Dimension Wealth
Ohio
$15.9K
MWM
2171
Mascoma Wealth Management
New Hampshire
$15.9K
JGIA
2172
Jackson Grant Investment Advisers
Connecticut
$15.9K +$14.8K +100 New
MBFW
2173
Morton Brown Family Wealth
Pennsylvania
$15.6K -$5.46K -37 -27%
MSFP
2174
Mark Sheptoff Financial Planning
Connecticut
$15.3K -$6.35K -43 -31%
B
2175
Birchbrook
Maine
$15.1K +$148 +1 +1%