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Morgan Stanley

2,251 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, 883 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: 883 | Existing positions reduced: 812

0.85% less ownership

Funds ownership: 84.32%83.46% (-0.85%)

30% less call options, than puts

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

Holders
2,251
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
XWM
526
Xcel Wealth Management
Florida
$7.8M
ERWM
527
Elk River Wealth Management
Colorado
$7.78M
FNT
528
First National Trust
Pennsylvania
$7.74M
JIC
529
Joel Isaacson & Co
New York
$7.7M
DT
530
Diversified Trust
Tennessee
$7.67M
LW
531
Linscomb Wealth
Texas
$7.59M
IAN
532
Integrated Advisors Network
Texas
$7.57M
AIP
533
Ameritas Investment Partners
Nebraska
$7.51M
LOAMS
534
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.47M
NC
535
Nightview Capital
Texas
$7.45M
SF
536
Summit Financial
New Jersey
$7.42M
SFG
537
SevenBridge Financial Group
Pennsylvania
$7.41M
CCP
538
Cunning Capital Partners
North Carolina
$7.28M
BI
539
Bradyco Inc
Massachusetts
$7.21M
CSS
540
Cubist Systematic Strategies
Connecticut
$7.11M
GT
541
Glenview Trust
Kentucky
$7.09M
TI
542
Tidal Investments
Wisconsin
$7.08M
GAM
543
Gotham Asset Management
New York
$7.07M
VT
544
Vise Technologies
New York
$7.03M
VA
545
Vident Advisory
Georgia
$7.01M
SP
546
Sarasin & Partners
United Kingdom
$6.9M
TW
547
Trajan Wealth
Arizona
$6.85M
OAM
548
Occidental Asset Management
California
$6.8M
UCFA
549
United Capital Financial Advisors
Texas
$6.8M
AF
550
Allworth Financial
California
$6.79M