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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
CI
651
Capital International
California
$4.62M
AP
652
Americana Partners
Texas
$4.62M
BFG
653
Bleakley Financial Group
New Jersey
$4.61M
STA
654
Summit Trail Advisors
New York
$4.52M
AF
655
Alerus Financial
North Dakota
$4.5M
SI
656
Stephens Inc
Arkansas
$4.49M
GT
657
Greenleaf Trust
Michigan
$4.43M
MAS
658
Meeder Advisory Services
Ohio
$4.41M
IWC
659
Integrated Wealth Concepts
Massachusetts
$4.41M
FWP
660
FAS Wealth Partners
Kansas
$4.41M
MC
661
Mirabaud & Cie
Switzerland
$4.41M
HCM
662
Hodges Capital Management
Texas
$4.35M
MHC
663
Meyer Handelman Company
New York
$4.35M
GWM
664
Glass Wealth Management
Texas
$4.34M
S
665
SignatureFD
Georgia
$4.34M
TC
666
Trilogy Capital
California
$4.34M
TPCW
667
TD Private Client Wealth
New York
$4.32M
KJHP
668
K.J. Harrison & Partners
Ontario, Canada
$4.3M
TS
669
Triglav Skladi
Slovenia
$4.29M
VNIM
670
Vaughan Nelson Investment Management
Texas
$4.26M
BEI
671
Benjamin Edwards Inc
Missouri
$4.23M
TC
672
Truvestments Capital
Florida
$4.21M
DCM
673
Dimension Capital Management
Florida
$4.18M
NLP
674
Next Level Private
New York
$4.17M
MYIA
675
Mount Yale Investment Advisors
Colorado
$4.16M