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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
2226
GoalVest Advisory
New York
$4.93K -$148 -1 -3%
RWM
2227
Rialto Wealth Management
New York
$4.77K +$591 +4 +15%
QWM
2228
Quaker Wealth Management
New Jersey
$4.61K -$6.35K -43 -60%
STB
2229
S&T Bank
Pennsylvania
$4.61K
WA
2230
WestEnd Advisors
North Carolina
$4.45K +$148 +1 +4%
PS
2231
PayPay Securities
Japan
$4.4K +$148 +1 +4%
BFS
2232
Bare Financial Services
Pennsylvania
$4.29K -$27.3K -185 -87%
ME
2233
McIlrath & Eck
Washington
$4.13K -$1.33K -9 -26%
APW
2234
Acima Private Wealth
Virginia
$4.13K
GWP
2235
Gen-Wealth Partners
Michigan
$3.97K -$103K -695 -97%
HNB
2236
Hilltop National Bank
Wyoming
$3.97K
PP
2237
PFS Partners
New Jersey
$3.66K +$3.4K +23 New
HIA
2238
HFM Investment Advisors
New Jersey
$3.18K +$148 +1 +5%
NWM
2239
Nova Wealth Management
Florida
$3.1K
OBWP
2240
O'Brien Wealth Partners
Massachusetts
$3.02K +$2.81K +19 New
CMP
2241
Coston McIsaac & Partners
Maine
$3K +$3.1K +21 New
CYG
2242
Clean Yield Group
Vermont
$2.23K
EPW
2243
Evergreen Private Wealth
Colorado
$2.23K
PCM
2244
Perritt Capital Management
Illinois
$2.23K
TCM
2245
TD Capital Management
Tennessee
$2.11K
TPBG
2246
Turning Point Benefit Group
Maryland
$2.04K +$1.92K +13 New
DF
2247
DecisionPoint Financial
Arizona
$1.88K
CCC
2248
Chelsea Counsel Company
California
$1.59K +$1.48K +10 New
MSWM
2249
Mowery & Schoenfeld Wealth Management
Illinois
$1.44K
SFCL
2250
Strengthening Families & Communities LLC
Massachusetts
$1.29K +$1.18K +8 New