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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
CK
726
Cohen Klingenstein
New York
$3.47M
TH
727
TCTC Holdings
Texas
$3.46M
VCM
728
Voleon Capital Management
California
$3.45M
WBWA
729
William B. Walkup & Associates
South Carolina
$3.43M
IA
730
IFG Advisory
Georgia
$3.43M
AWM
731
AE Wealth Management
Kansas
$3.42M
SC
732
Syon Capital
California
$3.41M
RSA
733
River Street Advisors
Illinois
$3.39M
VF
734
Vest Financial
Virginia
$3.38M
FFA
735
Farther Finance Advisors
California
$3.38M
TNA
736
True North Advisors
Texas
$3.37M
GAG
737
GM Advisory Group
New York
$3.33M
WIA
738
World Investment Advisors
California
$3.32M
RFC
739
Regions Financial Corp
Alabama
$3.31M
KIA
740
KCM Investment Advisors
California
$3.3M
JF
741
Jump Financial
Illinois
$3.29M
PAM
742
Paradigm Asset Management
New York
$3.29M
HC
743
Hurley Capital
New York
$3.29M
AG
744
AIA Group
Hong Kong
$3.29M
AW
745
Alaethes Wealth
Nevada
$3.28M
MCWS
746
McKinley Carter Wealth Services
West Virginia
$3.28M
CIA
747
Capital Investment Advisors
Georgia
$3.28M
LWCFA
748
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.24M
SIM
749
Stratos Investment Management
Ohio
$3.23M
AFG
750
Atomi Financial Group
New York
$3.23M