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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
LAM
826
LOM Asset Management
$2.55M
CI
827
Cherokee Insurance
Michigan
$2.54M
DCM
828
Decatur Capital Management
Georgia
$2.54M
CPC
829
Cookson Peirce & Co
Pennsylvania
$2.53M
PFBT
830
Parkside Financial Bank & Trust
Missouri
$2.52M
WAP
831
Wealthcare Advisory Partners
Pennsylvania
$2.52M
FCA
832
Fortis Capital Advisors
Kansas
$2.51M
CF
833
Centaurus Financial
California
$2.51M
AGC
834
Aspen Grove Capital
Colorado
$2.51M
WPC
835
White Pine Capital
Minnesota
$2.49M
HCM
836
Howland Capital Management
Massachusetts
$2.49M
CCA
837
Checchi Capital Advisers
California
$2.48M
AFS
838
Aft Forsyth & Sober
Florida
$2.46M
ECM
839
Eisler Capital Management
United Kingdom
$2.46M
NL
840
NVWM LLC
Pennsylvania
$2.45M
CFM
841
Catalyst Funds Management
Australia
$2.45M
ADBIC
842
A.D. Beadell Investment Counsel
Wisconsin
$2.45M
HT
843
Heritage Trust
Oklahoma
$2.45M
MAMU
844
Myriad Asset Management US
Florida
$2.44M
P
845
Pitcairn
Pennsylvania
$2.44M
HA
846
Huntleigh Advisors
Missouri
$2.44M
NERM
847
New England Research & Management
Illinois
$2.43M
UB
848
Umpqua Bank
Oregon
$2.42M
IIA
849
IPG Investment Advisors
California
$2.42M
GDCM
850
Galaxy Digital Capital Management
New York
$2.42M