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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
SLI
751
Sumitomo Life Insurance
Japan
$3.2M
WAM
752
Werlinich Asset Management
Connecticut
$3.19M
DLCIG
753
D.L. Carlson Investment Group
New Hampshire
$3.18M
SWP
754
Sagespring Wealth Partners
Tennessee
$3.17M
BIM
755
Baldwin Investment Management
Pennsylvania
$3.13M
HAIM
756
Hunter Associates Investment Management
Pennsylvania
$3.12M
CT
757
Caldwell Trust
Florida
$3.1M
CFCI
758
Comprehensive Financial Consultants Institutional
Indiana
$3.08M
CAM
759
Cacti Asset Management
Georgia
$3.04M
BAM
760
Belpointe Asset Management
Nevada
$3.02M
HCCM
761
Hudson Canyon Capital Management
New York
$3.01M
MFS
762
Mirabella Financial Services
United Kingdom
$3M
CAM
763
Covenant Asset Management
New Jersey
$3M
MSAM
764
Moloney Securities Asset Management
Missouri
$2.99M
IIL
765
Insight Inv LLC
California
$2.96M
CIA
766
Choate Investment Advisors
Massachusetts
$2.94M
AWA
767
Aaron Wealth Advisors
Illinois
$2.93M
QI
768
Qtron Investments
Massachusetts
$2.93M
JWM
769
JPL Wealth Management
Colorado
$2.92M
AG
770
Ascent Group
Virginia
$2.92M
CICI
771
Capital Investment Counsel Inc
North Carolina
$2.92M
TYCC
772
Texas Yale Capital Corp
Florida
$2.92M
AIM
773
Acropolis Investment Management
Missouri
$2.91M
GGA
774
Granite Group Advisors
Connecticut
$2.89M
ATPW
775
Ashton Thomas Private Wealth
Arizona
$2.89M