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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
CLOS
601
Compagnie Lombard Odier SCmA
Switzerland
$5.42M
RCM
602
RNC Capital Management
California
$5.42M
CA
603
Commerzbank Aktiengesellschaft
Germany
$5.42M
SCM
604
Sterling Capital Management
North Carolina
$5.4M
SQA
605
Simon Quick Advisors
New Jersey
$5.4M
DAS
606
Dynamic Advisor Solutions
Arizona
$5.39M
CAC
607
Core Alternative Capital
Georgia
$5.38M
NB
608
Northwest Bancshares
Pennsylvania
$5.37M
NAAA
609
New Age Alpha Advisors
New York
$5.36M
PWM
610
Perigon Wealth Management
California
$5.29M
VAS
611
Vestmark Advisory Solutions
Massachusetts
$5.29M
BCM
612
Brasada Capital Management
Texas
$5.28M
FFM
613
Forum Financial Management
Illinois
$5.26M
CW
614
CreativeOne Wealth
Kansas
$5.25M
IWA
615
IBEX Wealth Advisors
New Jersey
$5.23M
UHC
616
Union Heritage Capital
Michigan
$5.22M
EH
617
Equitable Holdings
New York
$5.21M
FNBOO
618
First National Bank of Omaha
Nebraska
$5.21M
FNA
619
First National Advisers
Nebraska
$5.17M
AMI
620
Amica Mutual Insurance
Rhode Island
$5.13M
ECM
621
Everence Capital Management
Indiana
$5.13M
LM
622
Lincluden Management
Ontario, Canada
$5.11M
SC
623
Scholtz & Company
Connecticut
$5.11M
SPC
624
Sigma Planning Corp
Michigan
$5.06M
ASN
625
Advisory Services Network
Georgia
$5.05M