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Morgan Stanley

2,230 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 873 increasing their positions, 803 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:

9% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 803

0.98% less ownership

Funds ownership: 84.31%83.33% (-0.98%)

30% less call options, than puts

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

Holders
2,230
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
MGP
501
Metis Global Partners
California
$8.48M
BCM
502
Barometer Capital Management
Ontario, Canada
$8.44M
SW
503
SteelPeak Wealth
California
$8.44M
JWM
504
Jupiter Wealth Management
Colorado
$8.44M
WPIC
505
White Pine Investment Company
Michigan
$8.42M
OSNBOA
506
Old Second National Bank of Aurora
Illinois
$8.37M
CL
507
Choreo LLC
Illinois
$8.36M
Jones Financial Companies
508
Jones Financial Companies
Missouri
$8.21M
CG
509
Caprock Group
Idaho
$8.21M
LSWM
510
Lorne Steinberg Wealth Management
Canada
$8.14M
PSP
511
Principal Street Partners
Tennessee
$8.14M
DWM
512
Dakota Wealth Management
Florida
$8.08M
EOJOAM
513
E. Ohman J:or Asset Management
Sweden
$8.05M
NG
514
NatWest Group
United Kingdom
$8.03M
GWMR
515
GC Wealth Management RIA
Massachusetts
$7.99M
O
516
Ossiam
France
$7.99M
PWMAG
517
Pinnacle Wealth Management Advisory Group
New Jersey
$7.95M
SFI
518
Siemens Fonds Invest
Germany
$7.95M
GVAG
519
Great Valley Advisor Group
Delaware
$7.91M
HAI
520
Hennessy Advisors Inc
California
$7.84M
CIG
521
Consolidated Investment Group
Colorado
$7.82M
XWM
522
Xcel Wealth Management
Florida
$7.8M
ERWM
523
Elk River Wealth Management
Colorado
$7.78M
FNT
524
First National Trust
Pennsylvania
$7.74M
JIC
525
Joel Isaacson & Co
New York
$7.7M