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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
LM
626
Lincluden Management
Ontario, Canada
$5.11M
SC
627
Scholtz & Company
Connecticut
$5.11M
CAM
628
Cresset Asset Management
Illinois
$5.09M
SPC
629
Sigma Planning Corp
Michigan
$5.06M
ASN
630
Advisory Services Network
Georgia
$5.05M
CIA
631
Concurrent Investment Advisors
Florida
$5.05M
PWMG
632
Pinnacle Wealth Management Group
Michigan
$5.04M
MNBTD
633
Moody National Bank Trust Division
Texas
$5.02M
SC
634
SouthState Corp
Florida
$5.01M
PAMP
635
Polar Asset Management Partners
Ontario, Canada
$4.99M
RCMU
636
Rokos Capital Management (UK)
United Kingdom
$4.99M
MFS
637
Mattson Financial Services
Michigan
$4.98M
WAM
638
Weiss Asset Management
Massachusetts
$4.95M
SWM
639
Sculati Wealth Management
Michigan
$4.92M
SFS
640
Sowell Financial Services
Arkansas
$4.9M
SIC
641
Salem Investment Counselors
North Carolina
$4.86M
CTC
642
Central Trust Company
Missouri
$4.86M
DIA
643
Dana Investment Advisors
Wisconsin
$4.84M
GI
644
GAMMA Investing
California
$4.84M
KRSITF
645
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.82M
PP
646
Patten & Patten
Tennessee
$4.79M
GFA
647
Gifford Fong Associates
California
$4.77M
AHC
648
Adell Harriman & Carpenter
Texas
$4.76M
FCP
649
Fidelis Capital Partners
Florida
$4.74M
A
650
AustralianSuper
Australia
$4.72M