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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
FCA
826
Fortis Capital Advisors
Kansas
$2.51M
CF
827
Centaurus Financial
California
$2.51M
AGC
828
Aspen Grove Capital
Colorado
$2.51M
WPC
829
White Pine Capital
Minnesota
$2.49M
HCM
830
Howland Capital Management
Massachusetts
$2.49M
CCA
831
Checchi Capital Advisers
California
$2.48M
AFS
832
Aft Forsyth & Sober
Florida
$2.46M
ECM
833
Eisler Capital Management
United Kingdom
$2.46M
NL
834
NVWM LLC
Pennsylvania
$2.45M
CFM
835
Catalyst Funds Management
Australia
$2.45M
ADBIC
836
A.D. Beadell Investment Counsel
Wisconsin
$2.45M
HT
837
Heritage Trust
Oklahoma
$2.45M
MAMU
838
Myriad Asset Management US
Florida
$2.44M
P
839
Pitcairn
Pennsylvania
$2.44M
HA
840
Huntleigh Advisors
Missouri
$2.44M
NERM
841
New England Research & Management
Illinois
$2.43M
UB
842
Umpqua Bank
Oregon
$2.42M
IIA
843
IPG Investment Advisors
California
$2.42M
CIAS
844
Capital Investment Advisory Services
North Carolina
$2.41M
BTI
845
Blue Trust Inc
Georgia
$2.41M
WWM
846
Wolff Wiese Magana
California
$2.41M
SCA
847
Snowden Capital Advisors
New York
$2.4M
TRCT
848
Tower Research Capital (TRC)
New York
$2.4M
MTC
849
Matrix Trust Company
Colorado
$2.4M
EWA
850
EverSource Wealth Advisors
Alabama
$2.38M