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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
CAM
601
Carret Asset Management
New York
$5.48M
FAP
602
Financial Advisory Partners
Florida
$5.48M
PIM
603
Plato Investment Management
Australia
$5.46M
CA
604
Cullinan Associates
Kentucky
$5.43M
CLOS
605
Compagnie Lombard Odier SCmA
Switzerland
$5.42M
RCM
606
RNC Capital Management
California
$5.42M
CA
607
Commerzbank Aktiengesellschaft
Germany
$5.42M
SCM
608
Sterling Capital Management
North Carolina
$5.4M
SQA
609
Simon Quick Advisors
New Jersey
$5.4M
DAS
610
Dynamic Advisor Solutions
Arizona
$5.39M
CAC
611
Core Alternative Capital
Georgia
$5.38M
NB
612
Northwest Bancshares
Pennsylvania
$5.37M
NAAA
613
New Age Alpha Advisors
New York
$5.36M
PWM
614
Perigon Wealth Management
California
$5.29M
VAS
615
Vestmark Advisory Solutions
Massachusetts
$5.29M
BCM
616
Brasada Capital Management
Texas
$5.28M
FFM
617
Forum Financial Management
Illinois
$5.26M
CW
618
CreativeOne Wealth
Kansas
$5.25M
IWA
619
IBEX Wealth Advisors
New Jersey
$5.23M
UHC
620
Union Heritage Capital
Michigan
$5.22M
EH
621
Equitable Holdings
New York
$5.21M
FNBOO
622
First National Bank of Omaha
Nebraska
$5.21M
FNA
623
First National Advisers
Nebraska
$5.17M
AMI
624
Amica Mutual Insurance
Rhode Island
$5.13M
ECM
625
Everence Capital Management
Indiana
$5.13M