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