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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
CA
601
Cullinan Associates
Kentucky
$5.43M
CLOS
602
Compagnie Lombard Odier SCmA
Switzerland
$5.42M
RCM
603
RNC Capital Management
California
$5.42M
CA
604
Commerzbank Aktiengesellschaft
Germany
$5.42M
SCM
605
Sterling Capital Management
North Carolina
$5.4M
SQA
606
Simon Quick Advisors
New Jersey
$5.4M
DAS
607
Dynamic Advisor Solutions
Arizona
$5.39M
CAC
608
Core Alternative Capital
Georgia
$5.38M
NB
609
Northwest Bancshares
Pennsylvania
$5.37M
NAAA
610
New Age Alpha Advisors
New York
$5.36M
PWM
611
Perigon Wealth Management
California
$5.29M
VAS
612
Vestmark Advisory Solutions
Massachusetts
$5.29M
BCM
613
Brasada Capital Management
Texas
$5.28M
FFM
614
Forum Financial Management
Illinois
$5.26M
CW
615
CreativeOne Wealth
Kansas
$5.25M
IWA
616
IBEX Wealth Advisors
New Jersey
$5.23M
UHC
617
Union Heritage Capital
Michigan
$5.22M
EH
618
Equitable Holdings
New York
$5.21M
FNBOO
619
First National Bank of Omaha
Nebraska
$5.21M
FNA
620
First National Advisers
Nebraska
$5.17M
AMI
621
Amica Mutual Insurance
Rhode Island
$5.13M
ECM
622
Everence Capital Management
Indiana
$5.13M
LM
623
Lincluden Management
Ontario, Canada
$5.11M
SC
624
Scholtz & Company
Connecticut
$5.11M
SPC
625
Sigma Planning Corp
Michigan
$5.06M