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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
HA
901
Harfst & Associates
Wyoming
$2.09M
KOCAA
902
Knights of Columbus Asset Advisors
Connecticut
$2.07M
WBC
903
Westpac Banking Corp
Australia
$2.06M
CIP
904
Convergence Investment Partners
Florida
$2.06M
MG
905
Mather Group
Illinois
$2.05M
VIA
906
Virtus Investment Advisers
Connecticut
$2.04M
CWP
907
CFM Wealth Partners
Texas
$2.04M
LSA
908
Lansing Street Advisors
Pennsylvania
$2.03M
GWM
909
Greenwich Wealth Management
Connecticut
$2.02M
BJL
910
Brighton Jones LLC
Washington
$2.02M
BG
911
Bahl & Gaynor
Ohio
$2.02M
RCM
912
Radnor Capital Management
Pennsylvania
$2.02M
VCA
913
Verdence Capital Advisors
Maryland
$2.01M
MGP
914
M&G plc
United Kingdom
$2.01M
SACTSONJ
915
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2M
CCG
916
Chatham Capital Group
Georgia
$2M
TNBTD
917
Trustmark National Bank Trust Department
Mississippi
$1.99M
YIH
918
Y-Intercept (HK)
Hong Kong
$1.99M
EM
919
Excalibur Management
Massachusetts
$1.96M
ECM
920
Evergreen Capital Management
Washington
$1.96M
GSEP
921
Golden State Equity Partners
California
$1.94M
BFS
922
Bard Financial Services
Connecticut
$1.94M
FCBT
923
First Citizens Bank & Trust
North Carolina
$1.93M
USCWA
924
U.S. Capital Wealth Advisors
Texas
$1.92M
PMA
925
Prudent Man Advisors
Illinois
$1.92M