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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
HFS
2176
Hughes Financial Services
Virginia
$14.7K
IWM
2177
IMG Wealth Management
Florida
$14.6K
DWM
2178
Darwin Wealth Management
Florida
$14.5K +$148 +1 +1%
CIM
2179
Contravisory Investment Management
Massachusetts
$14.3K +$9.3K +63 +233%
FGAM
2180
Financial Gravity Asset Management
Texas
$13.9K +$12.8K +87 New
ACA
2181
American Capital Advisory
Idaho
$13.8K -$148 -1 -1%
AP
2182
Atwood & Palmer
Missouri
$13.5K
EWP
2183
Elevation Wealth Partners
California
$13.5K +$12.6K +85 New
WCM
2184
Westend Capital Management
California
$13.4K +$5.46K +37 +79%
MAM
2185
MMA Asset Management
Pennsylvania
$12.9K +$12K +81 New
PP
2186
Pacifica Partners
Canada
$12.9K +$12.1K +82 New
CTWM
2187
Cherry Tree Wealth Management
Minnesota
$12.4K
T
2188
Tidemark
California
$12.3K
PWA
2189
Principia Wealth Advisory
Texas
$12.2K +$886 +6 +8%
SHIM
2190
Stone House Investment Management
Pennsylvania
$12.1K +$886 +6 +9%
CTB
2191
Country Trust Bank
Illinois
$12.1K +$11.2K +76 New
UOIF
2192
University of Illinois Foundation
Illinois
$12K +$11.1K +75 New
EP
2193
Essential Partners
California
$11.6K +$5.91K +40 +121%
FCT
2194
First Community Trust
Iowa
$11.6K
CCMI
2195
Creative Capital Management Investments
California
$11.4K
AIM
2196
Arcadia Investment Management
Michigan
$11.1K
FIM
2197
FWL Investment Management
Texas
$11K
NRG
2198
Nemes Rush Group
Michigan
$10.7K +$5.32K +36 +116%
CIA
2199
Cape Investment Advisory
Georgia
$10.5K +$5.76K +39 +144%
FC
2200
Financial Consulate
Maryland
$10.3K +$9.6K +65 New