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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
SCTC
876
Sanibel Captiva Trust Company
Florida
$2.23M
TC
877
TownSquare Capital
Utah
$2.22M
WPC
878
Wedmont Private Capital
Pennsylvania
$2.22M
TAM
879
Tocqueville Asset Management
New York
$2.21M
NG
880
Norden Group
Utah
$2.2M
QWM
881
Quadcap Wealth Management
Texas
$2.18M
QC
882
Quent Capital
New York
$2.18M
VCWA
883
Vanguard Capital Wealth Advisors
Colorado
$2.16M
SFM
884
Systematic Financial Management
New Jersey
$2.15M
AG
885
AlTi Global
New York
$2.14M
SAM
886
Silvercrest Asset Management
New York
$2.14M
NB
887
NBT Bank
New York
$2.14M
PIM
888
Penobscot Investment Management
Massachusetts
$2.12M
GDP
889
Great Diamond Partners
Maine
$2.11M
MA
890
Mutual Advisors
Nebraska
$2.11M
MAWA
891
Moss Adams Wealth Advisors
Washington
$2.1M
GAMC
892
Garner Asset Management Corp
Texas
$2.1M
HA
893
Harfst & Associates
Wyoming
$2.09M
KOCAA
894
Knights of Columbus Asset Advisors
Connecticut
$2.07M
WBC
895
Westpac Banking Corp
Australia
$2.06M
CIP
896
Convergence Investment Partners
Florida
$2.06M
MG
897
Mather Group
Illinois
$2.05M
VIA
898
Virtus Investment Advisers
Connecticut
$2.04M
CWP
899
CFM Wealth Partners
Texas
$2.04M
LSA
900
Lansing Street Advisors
Pennsylvania
$2.03M