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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
WWA
2201
Wealth Watch Advisors
Colorado
$10.3K +$9.6K +65 New
ACM
2202
Anfield Capital Management
California
$9.86K
FRA
2203
Front Row Advisors
California
$9.54K
CWA
2204
Carolina Wealth Advisors
South Carolina
$9.22K
YAL
2205
Your Advocates Ltd
Texas
$8.9K
BHWM
2206
Bay Harbor Wealth Management
Maryland
$8.74K +$1.62K +11 +25%
HIW
2207
Holos Integrated Wealth
Pennsylvania
$8.5K
HFS
2208
Horizon Financial Services
North Carolina
$8.43K +$7.83K +53 New
IRAG
2209
Investment Research & Advisory Group
Georgia
$8.27K
FP
2210
Financial Perspectives
Minnesota
$8.16K
MAS
2211
MPWM Advisory Solutions
Georgia
$8.11K
CNBT
2212
Cornerstone National Bank & Trust
Illinois
$7.95K +$7.38K +50 New
SA
2213
Strategic Advocates
Utah
$7.9K +$7.38K +50 New
CTA
2214
Colonial Trust Advisors
South Carolina
$7.31K
WOC
2215
West Oak Capital
California
$7.18K
RWS
2216
Retirement Wealth Solutions
Wisconsin
$7.15K +$6.64K +45 New
JFA
2217
JNBA Financial Advisors
Minnesota
$7K
WW
2218
Winnow Wealth
Texas
$6.84K -$63.1K -427 -91%
CJ
2219
Caitlin John
Michigan
$6.83K +$6.35K +43 New
GWSA
2220
Global Wealth Strategies & Associates
Colorado
$6.58K +$1.18K +8 +24%
JFG
2221
JDM Financial Group
Texas
$6.04K +$5.61K +38 New
EWM
2222
Evermay Wealth Management
Virginia
$5.88K
CAM
2223
Costello Asset Management
Pennsylvania
$5.72K
SRCM
2224
Signature Resources Capital Management
California
$5.41K -$38.4K -260 -88%
BIM
2225
Breakwater Investment Management
Washington
$5.41K +$5.02K +34 New