MS icon

Morgan Stanley

2,225 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, 871 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:

9% more repeat investments, than reductions

Existing positions increased: 871 | Existing positions reduced: 802

0.98% less ownership

Funds ownership: 84.3%83.32% (-0.98%)

30% less call options, than puts

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

Holders
2,225
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
DS
576
DRW Securities
Illinois
$6.11M
QCG
577
Quadrant Capital Group
Ohio
$6.05M
FRA
578
Frank Rimerman Advisors
California
$6.04M
CFP
579
Cypress Financial Planning
New Jersey
$6M
MFA
580
Mayflower Financial Advisors
Massachusetts
$5.92M
CICC
581
Capital Investment Counsel (Colorado)
Colorado
$5.83M
NS
582
NBC Securities
Alabama
$5.75M
CCG
583
Ceeto Capital Group
Florida
$5.75M
SCA
584
Sandy Cove Advisors
Massachusetts
$5.74M
HCMT
585
Highland Capital Management (Tennessee)
Tennessee
$5.73M
ITC
586
Inspire Trust Company
Nevada
$5.72M
RWM
587
Ritholtz Wealth Management
New York
$5.69M
FTWA
588
Fifth Third Wealth Advisors
Ohio
$5.68M
MM
589
Morangie Management
Florida
$5.62M
SCI
590
S&CO Inc
Massachusetts
$5.6M
CGPCS
591
Capital Group Private Client Services
California
$5.59M
SCP
592
Shorepoint Capital Partners
Massachusetts
$5.57M
LCM
593
Logan Capital Management
Pennsylvania
$5.57M
KFP
594
KMG Fiduciary Partners
Ohio
$5.52M
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$5.5M
PCIA
596
Prime Capital Investment Advisors
Kansas
$5.49M
CAM
597
Carret Asset Management
New York
$5.48M
FAP
598
Financial Advisory Partners
Florida
$5.48M
PIM
599
Plato Investment Management
Australia
$5.46M
CA
600
Cullinan Associates
Kentucky
$5.43M