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Morgan Stanley

2,230 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, 873 increasing their positions, 803 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: 873 | Existing positions reduced: 803

0.98% less ownership

Funds ownership: 84.31%83.33% (-0.98%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,230
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
TCOV
876
Trust Company of Vermont
Vermont
$2.23M
SCTC
877
Sanibel Captiva Trust Company
Florida
$2.23M
TC
878
TownSquare Capital
Utah
$2.22M
WPC
879
Wedmont Private Capital
Pennsylvania
$2.22M
TAM
880
Tocqueville Asset Management
New York
$2.21M
NG
881
Norden Group
Utah
$2.2M
QWM
882
Quadcap Wealth Management
Texas
$2.18M
QC
883
Quent Capital
New York
$2.18M
APW
884
Aventura Private Wealth
Florida
$2.16M
VCWA
885
Vanguard Capital Wealth Advisors
Colorado
$2.16M
SFM
886
Systematic Financial Management
New Jersey
$2.15M
AG
887
AlTi Global
New York
$2.14M
SAM
888
Silvercrest Asset Management
New York
$2.14M
NB
889
NBT Bank
New York
$2.14M
PIM
890
Penobscot Investment Management
Massachusetts
$2.12M
GDP
891
Great Diamond Partners
Maine
$2.11M
MA
892
Mutual Advisors
Nebraska
$2.11M
MAWA
893
Moss Adams Wealth Advisors
Washington
$2.1M
GAMC
894
Garner Asset Management Corp
Texas
$2.1M
HA
895
Harfst & Associates
Wyoming
$2.09M
KOCAA
896
Knights of Columbus Asset Advisors
Connecticut
$2.07M
WBC
897
Westpac Banking Corp
Australia
$2.06M
CIP
898
Convergence Investment Partners
Florida
$2.06M
MG
899
Mather Group
Illinois
$2.05M
VIA
900
Virtus Investment Advisers
Connecticut
$2.04M