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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
CIA
626
Concurrent Investment Advisors
Florida
$5.05M
PWMG
627
Pinnacle Wealth Management Group
Michigan
$5.04M
MNBTD
628
Moody National Bank Trust Division
Texas
$5.02M
SC
629
SouthState Corp
Florida
$5.01M
PAMP
630
Polar Asset Management Partners
Ontario, Canada
$4.99M
RCMU
631
Rokos Capital Management (UK)
United Kingdom
$4.99M
MFS
632
Mattson Financial Services
Michigan
$4.98M
WAM
633
Weiss Asset Management
Massachusetts
$4.95M
SWM
634
Sculati Wealth Management
Michigan
$4.92M
SFS
635
Sowell Financial Services
Arkansas
$4.9M
SIC
636
Salem Investment Counselors
North Carolina
$4.86M
CTC
637
Central Trust Company
Missouri
$4.86M
DIA
638
Dana Investment Advisors
Wisconsin
$4.84M
GI
639
GAMMA Investing
California
$4.84M
KRSITF
640
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.82M
PP
641
Patten & Patten
Tennessee
$4.79M
GFA
642
Gifford Fong Associates
California
$4.77M
AHC
643
Adell Harriman & Carpenter
Texas
$4.76M
FCP
644
Fidelis Capital Partners
Florida
$4.74M
A
645
AustralianSuper
Australia
$4.72M
CA
646
CoreCap Advisors
Michigan
$4.7M
A
647
AlphaQuest
New York
$4.7M
HWA
648
HCR Wealth Advisors
California
$4.7M
NMG
649
New Millennium Group
Utah
$4.67M
SG
650
StoneX Group
New York
$4.65M