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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
LSV Asset Management
701
LSV Asset Management
Illinois
$3.85M
VI
702
Vestcor Inc
New Brunswick, Canada
$3.8M
BPA
703
Beacon Pointe Advisors
California
$3.8M
RAM
704
Ramirez Asset Management
New York
$3.79M
CAMV
705
Concord Asset Management (Virginia)
Virginia
$3.79M
TCA
706
Transcend Capital Advisors
New Jersey
$3.79M
CWP
707
Concord Wealth Partners
Virginia
$3.77M
CNBT
708
Canandaigua National Bank & Trust
New York
$3.73M
LCM
709
Laurion Capital Management
New York
$3.71M
BBHC
710
Brown Brothers Harriman & Co
New York
$3.7M
JWCA
711
J.W. Cole Advisors
Florida
$3.69M
BCM
712
Brookstone Capital Management
Illinois
$3.68M
GIS
713
Graphene Investments SAS
France
$3.66M
ETC
714
Exchange Traded Concepts
Oklahoma
$3.64M
LIM
715
Leavell Investment Management
Alabama
$3.61M
YIA
716
YHB Investment Advisors
Connecticut
$3.59M
FB
717
Fulton Bank
Pennsylvania
$3.58M
BCWM
718
Bartlett & Co Wealth Management
Ohio
$3.56M
AC
719
Asio Capital
Kentucky
$3.55M
MIA
720
MainStreet Investment Advisors
Illinois
$3.54M
EWM
721
Empirical Wealth Management
Washington
$3.53M
AIS
722
AM Investment Strategies
Tennessee
$3.53M
AWA
723
Arkadios Wealth Advisors
Georgia
$3.53M
WANY
724
Wealthspire Advisors (New York)
New York
$3.52M
TE
725
Tema ETFs
New York
$3.47M