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Morgan Stanley

2,250 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 882 increasing their positions, 812 reducing their positions, and 108 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:

9% more repeat investments, than reductions

Existing positions increased: 882 | Existing positions reduced: 812

0.85% less ownership

Funds ownership: 84.31%83.45% (-0.85%)

30% less call options, than puts

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

Holders
2,250
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
PWP
501
Private Wealth Partners
California
$8.78M
PA
502
Parallel Advisors
California
$8.75M
MPA
503
Marvin & Palmer Associates
Delaware
$8.63M
MGP
504
Metis Global Partners
California
$8.48M
BCM
505
Barometer Capital Management
Ontario, Canada
$8.44M
SW
506
SteelPeak Wealth
California
$8.44M
JWM
507
Jupiter Wealth Management
Colorado
$8.44M
WPIC
508
White Pine Investment Company
Michigan
$8.42M
OSNBOA
509
Old Second National Bank of Aurora
Illinois
$8.37M
CL
510
Choreo LLC
Illinois
$8.36M
Jones Financial Companies
511
Jones Financial Companies
Missouri
$8.21M
CG
512
Caprock Group
Idaho
$8.21M
LSWM
513
Lorne Steinberg Wealth Management
Canada
$8.14M
PSP
514
Principal Street Partners
Tennessee
$8.14M
DWM
515
Dakota Wealth Management
Florida
$8.08M
EOJOAM
516
E. Ohman J:or Asset Management
Sweden
$8.05M
NG
517
NatWest Group
United Kingdom
$8.03M
GWMR
518
GC Wealth Management RIA
Massachusetts
$7.99M
O
519
Ossiam
France
$7.99M
PWMAG
520
Pinnacle Wealth Management Advisory Group
New Jersey
$7.95M
SFI
521
Siemens Fonds Invest
Germany
$7.95M
GVAG
522
Great Valley Advisor Group
Delaware
$7.91M
HAI
523
Hennessy Advisors Inc
California
$7.84M
CIG
524
Consolidated Investment Group
Colorado
$7.82M
XWM
525
Xcel Wealth Management
Florida
$7.8M