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
DI
876
Diligent Investors
California
$2.26M
LIA
877
LS Investment Advisors
Michigan
$2.25M
CWAG
878
Compton Wealth Advisory Group
Virginia
$2.25M
CWM
879
Chesapeake Wealth Management
Virginia
$2.24M
NAG
880
Northstar Advisory Group
New Jersey
$2.24M
WSCM
881
Wellington Shields Capital Management
New York
$2.23M
TCOV
882
Trust Company of Vermont
Vermont
$2.23M
SCTC
883
Sanibel Captiva Trust Company
Florida
$2.23M
TC
884
TownSquare Capital
Utah
$2.22M
WPC
885
Wedmont Private Capital
Pennsylvania
$2.22M
TAM
886
Tocqueville Asset Management
New York
$2.21M
NG
887
Norden Group
Utah
$2.2M
QWM
888
Quadcap Wealth Management
Texas
$2.18M
QC
889
Quent Capital
New York
$2.18M
APW
890
Aventura Private Wealth
Florida
$2.16M
VCWA
891
Vanguard Capital Wealth Advisors
Colorado
$2.16M
SFM
892
Systematic Financial Management
New Jersey
$2.15M
AG
893
AlTi Global
New York
$2.14M
SAM
894
Silvercrest Asset Management
New York
$2.14M
NB
895
NBT Bank
New York
$2.14M
PIM
896
Penobscot Investment Management
Massachusetts
$2.12M
GDP
897
Great Diamond Partners
Maine
$2.11M
MA
898
Mutual Advisors
Nebraska
$2.11M
MAWA
899
Moss Adams Wealth Advisors
Washington
$2.1M
GAMC
900
Garner Asset Management Corp
Texas
$2.1M