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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
BEI
676
Benjamin Edwards Inc
Missouri
$4.23M
TC
677
Truvestments Capital
Florida
$4.21M
DCM
678
Dimension Capital Management
Florida
$4.18M
NLP
679
Next Level Private
New York
$4.17M
MYIA
680
Mount Yale Investment Advisors
Colorado
$4.16M
BRWA
681
B. Riley Wealth Advisors
Florida
$4.12M
PAM
682
Palisade Asset Management
Minnesota
$4.11M
SSWM
683
Smith Salley Wealth Management
North Carolina
$4.09M
CFO
684
Callan Family Office
Pennsylvania
$4.09M
JSSH
685
J. Safra Sarasin Holding
$4.07M
CAAS
686
Capital Asset Advisory Services
Michigan
$4.07M
HCA
687
Harbor Capital Advisors
Illinois
$4.06M
GRP
688
Global Retirement Partners
California
$4.05M
SWP
689
Stratos Wealth Partners
Ohio
$4.04M
TCOT
690
Trust Company of Toledo
Ohio
$4.02M
CANC
691
Culbertson A N & Co
Virginia
$4.01M
GAM
692
Griffin Asset Management
New York
$4M
CTI
693
Community Trust & Investment
Kentucky
$4M
MK
694
MASTERINVEST Kapitalanlage
$4M
FSA
695
Franklin Street Advisors
North Carolina
$3.97M
RPC
696
Rossmore Private Capital
Connecticut
$3.97M
BC
697
Burney Company
Virginia
$3.96M
SC
698
Stolper & Co
Oklahoma
$3.95M
BIG
699
Brooklyn Investment Group
New York
$3.95M
MWM
700
Meridian Wealth Management
Kentucky
$3.93M