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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
WAM
751
Werlinich Asset Management
Connecticut
$3.19M
DLCIG
752
D.L. Carlson Investment Group
New Hampshire
$3.18M
SWP
753
Sagespring Wealth Partners
Tennessee
$3.17M
BIM
754
Baldwin Investment Management
Pennsylvania
$3.13M
HAIM
755
Hunter Associates Investment Management
Pennsylvania
$3.12M
CT
756
Caldwell Trust
Florida
$3.1M
CFCI
757
Comprehensive Financial Consultants Institutional
Indiana
$3.08M
CAM
758
Cacti Asset Management
Georgia
$3.04M
BAM
759
Belpointe Asset Management
Nevada
$3.02M
HCCM
760
Hudson Canyon Capital Management
New York
$3.01M
MFS
761
Mirabella Financial Services
United Kingdom
$3M
CAM
762
Covenant Asset Management
New Jersey
$3M
MSAM
763
Moloney Securities Asset Management
Missouri
$2.99M
IIL
764
Insight Inv LLC
California
$2.96M
CIA
765
Choate Investment Advisors
Massachusetts
$2.94M
AWA
766
Aaron Wealth Advisors
Illinois
$2.93M
QI
767
Qtron Investments
Massachusetts
$2.93M
JWM
768
JPL Wealth Management
Colorado
$2.92M
AG
769
Ascent Group
Virginia
$2.92M
CICI
770
Capital Investment Counsel Inc
North Carolina
$2.92M
TYCC
771
Texas Yale Capital Corp
Florida
$2.92M
AIM
772
Acropolis Investment Management
Missouri
$2.91M
GGA
773
Granite Group Advisors
Connecticut
$2.89M
ATPW
774
Ashton Thomas Private Wealth
Arizona
$2.89M
DC
775
Davenport & Co
Virginia
$2.88M