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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
EW
851
Evoke Wealth
California
$2.38M
IAS
852
Insigneo Advisory Services
Florida
$2.38M
TIA
853
Trust Investment Advisors
Indiana
$2.38M
MAM
854
Mystic Asset Management
Rhode Island
$2.37M
AC
855
Avestar Capital
New York
$2.37M
WW
856
Waterfront Wealth
Kansas
$2.36M
ANTB
857
AMG National Trust Bank
Colorado
$2.35M
DWT
858
Dorsey & Whitney Trust
South Dakota
$2.34M
SF
859
Symphony Financial
Texas
$2.34M
WJWM
860
Williams Jones Wealth Management
New York
$2.34M
ICP
861
Interchange Capital Partners
Pennsylvania
$2.33M
NWM
862
Northcape Wealth Management
New York
$2.33M
PFS
863
Prospera Financial Services
Texas
$2.32M
TF
864
TLWM Financial
Texas
$2.31M
CC
865
Courier Capital
New York
$2.28M
TAM
866
Trust Asset Management
Texas
$2.27M
DAS
867
Diversify Advisory Services
Utah
$2.27M
XT
868
XTX Topco
Cayman Islands
$2.26M
DI
869
Diligent Investors
California
$2.26M
LIA
870
LS Investment Advisors
Michigan
$2.25M
CWAG
871
Compton Wealth Advisory Group
Virginia
$2.25M
CWM
872
Chesapeake Wealth Management
Virginia
$2.24M
NAG
873
Northstar Advisory Group
New Jersey
$2.24M
WSCM
874
Wellington Shields Capital Management
New York
$2.23M
TCOV
875
Trust Company of Vermont
Vermont
$2.23M