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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
CICI
776
Capital Investment Counsel Inc
North Carolina
$2.92M
TYCC
777
Texas Yale Capital Corp
Florida
$2.92M
AIM
778
Acropolis Investment Management
Missouri
$2.91M
GGA
779
Granite Group Advisors
Connecticut
$2.89M
ATPW
780
Ashton Thomas Private Wealth
Arizona
$2.89M
DC
781
Davenport & Co
Virginia
$2.88M
Koshinski Asset Management
782
Koshinski Asset Management
Illinois
$2.88M
FAM
783
Fulcrum Asset Management
United Kingdom
$2.87M
SI
784
Shaker Investments
Ohio
$2.86M
LJHT
785
Laurie J. Hall Trustee
$2.86M
SA
786
Strategic Advisors
New York
$2.85M
RWA
787
Redhawk Wealth Advisors
Minnesota
$2.84M
MMA
788
Miracle Mile Advisors
California
$2.82M
RE
789
Rydar Equities
Texas
$2.81M
SIA
790
Schear Investment Advisers
Ohio
$2.81M
PI
791
PFG Investments
New York
$2.8M
OIA
792
OneDigital Investment Advisors
Kansas
$2.78M
KF
793
Krilogy Financial
Missouri
$2.78M
MIF
794
Mediolanum International Funds
Ireland
$2.78M
WAM
795
Wakefield Asset Management
Colorado
$2.77M
AFM
796
Abbot Financial Management
Massachusetts
$2.77M
WT
797
Whittier Trust
California
$2.77M
BFS
798
Bradley Foster & Sargent
Connecticut
$2.77M
SAI
799
Systematic Alpha Investments
New Jersey
$2.75M
BFPW
800
BOK Financial Private Wealth
Colorado
$2.74M