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Morgan Stanley

2,224 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 869 increasing their positions, 802 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 802

0.94% less ownership

Funds ownership: 84.26%83.32% (-0.94%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.31B
Puts
$4.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Barometer Capital Management
Ontario, Canada
$8.44M
SW
502
SteelPeak Wealth
California
$8.44M
JWM
503
Jupiter Wealth Management
Colorado
$8.44M
WPIC
504
White Pine Investment Company
Michigan
$8.42M
OSNBOA
505
Old Second National Bank of Aurora
Illinois
$8.37M
CL
506
Choreo LLC
Illinois
$8.36M
Jones Financial Companies
507
Jones Financial Companies
Missouri
$8.21M
CG
508
Caprock Group
Idaho
$8.21M
LSWM
509
Lorne Steinberg Wealth Management
Canada
$8.14M
PSP
510
Principal Street Partners
Tennessee
$8.14M
DWM
511
Dakota Wealth Management
Florida
$8.08M
EOJOAM
512
E. Ohman J:or Asset Management
Sweden
$8.05M
NG
513
NatWest Group
United Kingdom
$8.03M
GWMR
514
GC Wealth Management RIA
Massachusetts
$7.99M
O
515
Ossiam
France
$7.99M
PWMAG
516
Pinnacle Wealth Management Advisory Group
New Jersey
$7.95M
SFI
517
Siemens Fonds Invest
Germany
$7.95M
GVAG
518
Great Valley Advisor Group
Delaware
$7.91M
HAI
519
Hennessy Advisors Inc
California
$7.84M
CIG
520
Consolidated Investment Group
Colorado
$7.82M
XWM
521
Xcel Wealth Management
Florida
$7.8M
ERWM
522
Elk River Wealth Management
Colorado
$7.78M
FNT
523
First National Trust
Pennsylvania
$7.74M
JIC
524
Joel Isaacson & Co
New York
$7.7M
DT
525
Diversified Trust
Tennessee
$7.67M