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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
Koshinski Asset Management
776
Koshinski Asset Management
Illinois
$2.88M
FAM
777
Fulcrum Asset Management
United Kingdom
$2.87M
SI
778
Shaker Investments
Ohio
$2.86M
LJHT
779
Laurie J. Hall Trustee
$2.86M
SA
780
Strategic Advisors
New York
$2.85M
RWA
781
Redhawk Wealth Advisors
Minnesota
$2.84M
MMA
782
Miracle Mile Advisors
California
$2.82M
RE
783
Rydar Equities
Texas
$2.81M
SIA
784
Schear Investment Advisers
Ohio
$2.81M
PI
785
PFG Investments
New York
$2.8M
OIA
786
OneDigital Investment Advisors
Kansas
$2.78M
KF
787
Krilogy Financial
Missouri
$2.78M
MIF
788
Mediolanum International Funds
Ireland
$2.78M
WAM
789
Wakefield Asset Management
Colorado
$2.77M
AFM
790
Abbot Financial Management
Massachusetts
$2.77M
WT
791
Whittier Trust
California
$2.77M
BFS
792
Bradley Foster & Sargent
Connecticut
$2.77M
SAI
793
Systematic Alpha Investments
New Jersey
$2.75M
BFPW
794
BOK Financial Private Wealth
Colorado
$2.74M
SAM
795
Smartleaf Asset Management
Massachusetts
$2.74M
CFB
796
Cullen/Frost Bankers
Texas
$2.74M
IIC
797
Ironwood Investment Counsel
Arizona
$2.73M
IB
798
Intrust Bank
Kansas
$2.73M
ALA
799
Atlas Legacy Advisors
California
$2.73M
QT
800
Quantbot Technologies
New York
$2.72M