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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
NMIMC
576
Northwestern Mutual Investment Management Company
Wisconsin
$6.15M
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$6.14M
CSP
578
Cary Street Partners
Virginia
$6.13M
DS
579
DRW Securities
Illinois
$6.11M
QCG
580
Quadrant Capital Group
Ohio
$6.05M
FRA
581
Frank Rimerman Advisors
California
$6.04M
CFP
582
Cypress Financial Planning
New Jersey
$6M
MFA
583
Mayflower Financial Advisors
Massachusetts
$5.92M
SC
584
Savant Capital
Illinois
$5.88M
CICC
585
Capital Investment Counsel (Colorado)
Colorado
$5.83M
NS
586
NBC Securities
Alabama
$5.75M
CCG
587
Ceeto Capital Group
Florida
$5.75M
SCA
588
Sandy Cove Advisors
Massachusetts
$5.74M
HCMT
589
Highland Capital Management (Tennessee)
Tennessee
$5.73M
ITC
590
Inspire Trust Company
Nevada
$5.72M
RWM
591
Ritholtz Wealth Management
New York
$5.69M
FTWA
592
Fifth Third Wealth Advisors
Ohio
$5.68M
MM
593
Morangie Management
Florida
$5.62M
SCI
594
S&CO Inc
Massachusetts
$5.6M
CGPCS
595
Capital Group Private Client Services
California
$5.59M
SCP
596
Shorepoint Capital Partners
Massachusetts
$5.57M
LCM
597
Logan Capital Management
Pennsylvania
$5.57M
KFP
598
KMG Fiduciary Partners
Ohio
$5.52M
CI Investments Inc
599
CI Investments Inc
Ontario, Canada
$5.5M
PCIA
600
Prime Capital Investment Advisors
Kansas
$5.49M