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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
BRWA
676
B. Riley Wealth Advisors
Florida
$4.12M
PAM
677
Palisade Asset Management
Minnesota
$4.11M
SSWM
678
Smith Salley Wealth Management
North Carolina
$4.09M
CFO
679
Callan Family Office
Pennsylvania
$4.09M
JSSH
680
J. Safra Sarasin Holding
$4.07M
CAAS
681
Capital Asset Advisory Services
Michigan
$4.07M
HCA
682
Harbor Capital Advisors
Illinois
$4.06M
GRP
683
Global Retirement Partners
California
$4.05M
SWP
684
Stratos Wealth Partners
Ohio
$4.04M
TCOT
685
Trust Company of Toledo
Ohio
$4.02M
CANC
686
Culbertson A N & Co
Virginia
$4.01M
GAM
687
Griffin Asset Management
New York
$4M
CTI
688
Community Trust & Investment
Kentucky
$4M
MK
689
MASTERINVEST Kapitalanlage
$4M
FSA
690
Franklin Street Advisors
North Carolina
$3.97M
RPC
691
Rossmore Private Capital
Connecticut
$3.97M
BC
692
Burney Company
Virginia
$3.96M
SC
693
Stolper & Co
Oklahoma
$3.95M
BIG
694
Brooklyn Investment Group
New York
$3.95M
MWM
695
Meridian Wealth Management
Kentucky
$3.93M
NP
696
NorthRock Partners
Minnesota
$3.92M
MR
697
Munich Reinsurance
$3.92M
MOS
698
MGO One Seven
Ohio
$3.89M
NIM
699
Northeast Investment Management
Massachusetts
$3.88M
LSV Asset Management
700
LSV Asset Management
Illinois
$3.85M