MS icon

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
CIAS
851
Capital Investment Advisory Services
North Carolina
$2.41M
BTI
852
Blue Trust Inc
Georgia
$2.41M
WWM
853
Wolff Wiese Magana
California
$2.41M
SCA
854
Snowden Capital Advisors
New York
$2.4M
TRCT
855
Tower Research Capital (TRC)
New York
$2.4M
MTC
856
Matrix Trust Company
Colorado
$2.4M
EWA
857
EverSource Wealth Advisors
Alabama
$2.38M
EW
858
Evoke Wealth
California
$2.38M
IAS
859
Insigneo Advisory Services
Florida
$2.38M
TIA
860
Trust Investment Advisors
Indiana
$2.38M
MAM
861
Mystic Asset Management
Rhode Island
$2.37M
AC
862
Avestar Capital
New York
$2.37M
WW
863
Waterfront Wealth
Kansas
$2.36M
ANTB
864
AMG National Trust Bank
Colorado
$2.35M
DWT
865
Dorsey & Whitney Trust
South Dakota
$2.34M
SF
866
Symphony Financial
Texas
$2.34M
WJWM
867
Williams Jones Wealth Management
New York
$2.34M
ICP
868
Interchange Capital Partners
Pennsylvania
$2.33M
NWM
869
Northcape Wealth Management
New York
$2.33M
PFS
870
Prospera Financial Services
Texas
$2.32M
TF
871
TLWM Financial
Texas
$2.31M
CC
872
Courier Capital
New York
$2.28M
TAM
873
Trust Asset Management
Texas
$2.27M
DAS
874
Diversify Advisory Services
Utah
$2.27M
XT
875
XTX Topco
Cayman Islands
$2.26M