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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
CSP
576
Cary Street Partners
Virginia
$6.13M
DS
577
DRW Securities
Illinois
$6.11M
QCG
578
Quadrant Capital Group
Ohio
$6.05M
FRA
579
Frank Rimerman Advisors
California
$6.04M
CFP
580
Cypress Financial Planning
New Jersey
$6M
MFA
581
Mayflower Financial Advisors
Massachusetts
$5.92M
CICC
582
Capital Investment Counsel (Colorado)
Colorado
$5.83M
NS
583
NBC Securities
Alabama
$5.75M
CCG
584
Ceeto Capital Group
Florida
$5.75M
SCA
585
Sandy Cove Advisors
Massachusetts
$5.74M
HCMT
586
Highland Capital Management (Tennessee)
Tennessee
$5.73M
ITC
587
Inspire Trust Company
Nevada
$5.72M
RWM
588
Ritholtz Wealth Management
New York
$5.69M
FTWA
589
Fifth Third Wealth Advisors
Ohio
$5.68M
MM
590
Morangie Management
Florida
$5.62M
SCI
591
S&CO Inc
Massachusetts
$5.6M
CGPCS
592
Capital Group Private Client Services
California
$5.59M
SCP
593
Shorepoint Capital Partners
Massachusetts
$5.57M
LCM
594
Logan Capital Management
Pennsylvania
$5.57M
KFP
595
KMG Fiduciary Partners
Ohio
$5.52M
CI Investments Inc
596
CI Investments Inc
Ontario, Canada
$5.5M
PCIA
597
Prime Capital Investment Advisors
Kansas
$5.49M
CAM
598
Carret Asset Management
New York
$5.48M
FAP
599
Financial Advisory Partners
Florida
$5.48M
PIM
600
Plato Investment Management
Australia
$5.46M