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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
VP
2326
Verum Partners
North Carolina
-$221K -1,569 Closed
AFA
2327
Antonelli Financial Advisors
Michigan
-$211K -1,500 Closed
PCA
2328
Private Capital Advisors
Connecticut
-$211K -1,500 Closed
WA
2329
Whipplewood Advisors
Colorado
-$153K -1,088 Closed
TPWA
2330
Twin Peaks Wealth Advisors
California
-$152K -1,034 Closed
CIEC
2331
Crédit Industriel et Commercial
France
-$148K -1,002 Closed
NC
2332
NewSquare Capital
Pennsylvania
-$135K -958 Closed
JSAM
2333
J. Safra Asset Management
New York
-$123K -870 Closed
CW
2334
Cooksen Wealth
Texas
-$122K -865 Closed
SO
2335
Sierra Ocean
California
-$104K -740 Closed
LFA
2336
Livelsberger Financial Advisory
Ohio
-$86.4K -613 Closed
PAM
2337
Parvin Asset Management
South Dakota
-$84.5K -600 Closed
IUHSA
2338
Itau Unibanco Holding S.A.
Brazil
-$65.8K -564 Closed
CW
2339
Curio Wealth
Maryland
-$74.2K -527 Closed
GC
2340
Garde Capital
Washington
-$72K -511 Closed
OWA
2341
Opal Wealth Advisors
New York
-$59K -419 Closed
OW
2342
Olistico Wealth
Oklahoma
-$49.9K -354 Closed
CBT
2343
CoreFirst Bank & Trust
Kansas
-$42.3K -300 Closed
WTFG
2344
Wood Tarver Financial Group
Idaho
-$38K -275 Closed
BCMLT
2345
Beacon Capital Management LLC (Tennessee)
Tennessee
-$38.4K -273 Closed
RIA
2346
Realta Investment Advisors
Delaware
-$34.4K -244 Closed
MWM
2347
MorganRosel Wealth Management
Colorado
-$32.7K -232 Closed
T
2348
Transce3nd
Texas
-$30.1K -214 Closed
SMFG
2349
Sumitomo Mitsui Financial Group
Japan
-$28.1K -200 Closed
WCM
2350
WealthTrak Capital Management
Virginia
-$20.4K -145 Closed