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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
VFA
801
Valeo Financial Advisors
Indiana
$2.71M
OAM
802
Oak Asset Management
California
$2.69M
AA
803
Altman Advisors
Illinois
$2.69M
BFA
804
Brown Financial Advisors
Ohio
$2.69M
ASC
805
Atalanta Sosnoff Capital
New York
$2.68M
IFWM
806
Institute for Wealth Management
Colorado
$2.68M
NW
807
NewEdge Wealth
Pennsylvania
$2.68M
AF
808
Arrow Financial
New York
$2.68M
FDS
809
Freedom Day Solutions
Texas
$2.66M
CAG
810
Crestwood Advisors Group
Massachusetts
$2.65M
Luther King Capital Management (LKCM)
811
Luther King Capital Management (LKCM)
Texas
$2.65M
PA
812
Profund Advisors
Maryland
$2.64M
SPS
813
Susquehanna Portfolio Strategies
Pennsylvania
$2.62M
CT
814
Coastline Trust
Rhode Island
$2.62M
ST
815
Somerset Trust
Pennsylvania
$2.62M
IA
816
IFC Advisors
California
$2.6M
DWM
817
Dynasty Wealth Management
Florida
$2.58M
1SB
818
1ST Source Bank
Indiana
$2.56M
COCM
819
Charter Oak Capital Management
New Hampshire
$2.56M
LAM
820
LOM Asset Management
$2.55M
CI
821
Cherokee Insurance
Michigan
$2.54M
DCM
822
Decatur Capital Management
Georgia
$2.54M
CPC
823
Cookson Peirce & Co
Pennsylvania
$2.53M
PFBT
824
Parkside Financial Bank & Trust
Missouri
$2.52M
WAP
825
Wealthcare Advisory Partners
Pennsylvania
$2.52M