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