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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
MCWS
751
McKinley Carter Wealth Services
West Virginia
$3.28M
CIA
752
Capital Investment Advisors
Georgia
$3.28M
LWCFA
753
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.24M
SIM
754
Stratos Investment Management
Ohio
$3.23M
AFG
755
Atomi Financial Group
New York
$3.23M
SLI
756
Sumitomo Life Insurance
Japan
$3.2M
WAM
757
Werlinich Asset Management
Connecticut
$3.19M
DLCIG
758
D.L. Carlson Investment Group
New Hampshire
$3.18M
SWP
759
Sagespring Wealth Partners
Tennessee
$3.17M
BIM
760
Baldwin Investment Management
Pennsylvania
$3.13M
HAIM
761
Hunter Associates Investment Management
Pennsylvania
$3.12M
CT
762
Caldwell Trust
Florida
$3.1M
CFCI
763
Comprehensive Financial Consultants Institutional
Indiana
$3.08M
CAM
764
Cacti Asset Management
Georgia
$3.04M
BAM
765
Belpointe Asset Management
Nevada
$3.02M
HCCM
766
Hudson Canyon Capital Management
New York
$3.01M
MFS
767
Mirabella Financial Services
United Kingdom
$3M
CAM
768
Covenant Asset Management
New Jersey
$3M
MSAM
769
Moloney Securities Asset Management
Missouri
$2.99M
IIL
770
Insight Inv LLC
California
$2.96M
CIA
771
Choate Investment Advisors
Massachusetts
$2.94M
AWA
772
Aaron Wealth Advisors
Illinois
$2.93M
QI
773
Qtron Investments
Massachusetts
$2.93M
JWM
774
JPL Wealth Management
Colorado
$2.92M
AG
775
Ascent Group
Virginia
$2.92M