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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
SAM
801
Smartleaf Asset Management
Massachusetts
$2.74M
CFB
802
Cullen/Frost Bankers
Texas
$2.74M
IIC
803
Ironwood Investment Counsel
Arizona
$2.73M
IB
804
Intrust Bank
Kansas
$2.73M
ALA
805
Atlas Legacy Advisors
California
$2.73M
QT
806
Quantbot Technologies
New York
$2.72M
VFA
807
Valeo Financial Advisors
Indiana
$2.71M
OAM
808
Oak Asset Management
California
$2.69M
AA
809
Altman Advisors
Illinois
$2.69M
BFA
810
Brown Financial Advisors
Ohio
$2.69M
ASC
811
Atalanta Sosnoff Capital
New York
$2.68M
IFWM
812
Institute for Wealth Management
Colorado
$2.68M
NW
813
NewEdge Wealth
Pennsylvania
$2.68M
AF
814
Arrow Financial
New York
$2.68M
FDS
815
Freedom Day Solutions
Texas
$2.66M
CAG
816
Crestwood Advisors Group
Massachusetts
$2.65M
Luther King Capital Management (LKCM)
817
Luther King Capital Management (LKCM)
Texas
$2.65M
PA
818
Profund Advisors
Maryland
$2.64M
SPS
819
Susquehanna Portfolio Strategies
Pennsylvania
$2.62M
CT
820
Coastline Trust
Rhode Island
$2.62M
ST
821
Somerset Trust
Pennsylvania
$2.62M
IA
822
IFC Advisors
California
$2.6M
DWM
823
Dynasty Wealth Management
Florida
$2.58M
1SB
824
1ST Source Bank
Indiana
$2.56M
COCM
825
Charter Oak Capital Management
New Hampshire
$2.56M