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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
GWM
901
Greenwich Wealth Management
Connecticut
$2.02M
BJL
902
Brighton Jones LLC
Washington
$2.02M
BG
903
Bahl & Gaynor
Ohio
$2.02M
RCM
904
Radnor Capital Management
Pennsylvania
$2.02M
VCA
905
Verdence Capital Advisors
Maryland
$2.01M
MGP
906
M&G plc
United Kingdom
$2.01M
SACTSONJ
907
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2M
CCG
908
Chatham Capital Group
Georgia
$2M
TNBTD
909
Trustmark National Bank Trust Department
Mississippi
$1.99M
YIH
910
Y-Intercept (HK)
Hong Kong
$1.99M
EM
911
Excalibur Management
Massachusetts
$1.96M
ECM
912
Evergreen Capital Management
Washington
$1.96M
GSEP
913
Golden State Equity Partners
California
$1.94M
BFS
914
Bard Financial Services
Connecticut
$1.94M
FCBT
915
First Citizens Bank & Trust
North Carolina
$1.93M
USCWA
916
U.S. Capital Wealth Advisors
Texas
$1.92M
PMA
917
Prudent Man Advisors
Illinois
$1.92M
MIA
918
MMBG Investment Advisors
Florida
$1.92M
BCM
919
BluePath Capital Management
Georgia
$1.92M
BPWM
920
BCS Private Wealth Management
New Jersey
$1.9M
VCM
921
Viewpoint Capital Management
Washington
$1.89M
LF
922
Lee Financial
Texas
$1.87M
PCM
923
Parsons Capital Management
Rhode Island
$1.86M
LFG
924
Larson Financial Group
Missouri
$1.85M
PWP
925
Principle Wealth Partners
Connecticut
$1.84M