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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
FAIM
2301
Financial Advocates Investment Management
Washington
-$421K -2,992 Closed
BWG
2302
Berry Wealth Group
Texas
-$409K -2,901 Closed
VC
2303
Vicus Capital
Pennsylvania
-$405K -2,875 Closed
LTI
2304
Laffer Tengler Investments
Tennessee
-$395K -2,807 Closed
JSC
2305
Jackson Square Capital
California
-$386K -2,741 Closed
LSA
2306
Lion Street Advisors
Texas
-$380K -2,698 Closed
FCM
2307
Fourpath Capital Management
Oklahoma
-$364K -2,582 Closed
RA
2308
Rational Advisors
New York
-$359K -2,547 Closed
CMTU
2309
Capital Markets Trading (UK)
United Kingdom
-$365K -2,469 Closed
OFS
2310
OneAscent Financial Services
Alabama
-$337K -2,391 Closed
TA
2311
TFB Advisors
Kansas
-$321K -2,280 Closed
BWM
2312
Boyd Wealth Management
California
-$319K -2,267 Closed
UAML
2313
US Asset Management LLC
Pennsylvania
-$314K -2,226 Closed
CAM
2314
CenterStar Asset Management
Illinois
-$322K -2,184 Closed
MPM
2315
MBB Public Markets
Illinois
-$294K -2,086 Closed
GSWA
2316
Good Steward Wealth Advisors
Tennessee
-$284K -2,016 Closed
MSWM
2317
Master's Wealth Management
Pennsylvania
-$283K -2,006 Closed
TBWA
2318
Three Bridge Wealth Advisors
California
-$257K -1,827 Closed
AC
2319
ASB Consultores
Florida
-$257K -1,821 Closed
LF
2320
Lantz Financial
Illinois
-$254K -1,800 Closed
APWA
2321
Atlas Private Wealth Advisors
New Jersey
-$252K -1,791 Closed
AFA
2322
Allium Financial Advisors
Oregon
-$235K -1,666 Closed
OTL
2323
Oak Thistle LLC
New York
-$233K -1,654 Closed
MAM
2324
MWA Asset Management
Massachusetts
-$224K -1,591 Closed
YWM
2325
Yardley Wealth Management
Pennsylvania
-$222K -1,576 Closed