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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
CWP
901
CFM Wealth Partners
Texas
$2.04M
LSA
902
Lansing Street Advisors
Pennsylvania
$2.03M
GWM
903
Greenwich Wealth Management
Connecticut
$2.02M
BJL
904
Brighton Jones LLC
Washington
$2.02M
BG
905
Bahl & Gaynor
Ohio
$2.02M
RCM
906
Radnor Capital Management
Pennsylvania
$2.02M
VCA
907
Verdence Capital Advisors
Maryland
$2.01M
MGP
908
M&G plc
United Kingdom
$2.01M
SACTSONJ
909
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2M
CCG
910
Chatham Capital Group
Georgia
$2M
TNBTD
911
Trustmark National Bank Trust Department
Mississippi
$1.99M
YIH
912
Y-Intercept (HK)
Hong Kong
$1.99M
EM
913
Excalibur Management
Massachusetts
$1.96M
ECM
914
Evergreen Capital Management
Washington
$1.96M
GSEP
915
Golden State Equity Partners
California
$1.94M
BFS
916
Bard Financial Services
Connecticut
$1.94M
FCBT
917
First Citizens Bank & Trust
North Carolina
$1.93M
USCWA
918
U.S. Capital Wealth Advisors
Texas
$1.92M
PMA
919
Prudent Man Advisors
Illinois
$1.92M
MIA
920
MMBG Investment Advisors
Florida
$1.92M
BCM
921
BluePath Capital Management
Georgia
$1.92M
BPWM
922
BCS Private Wealth Management
New Jersey
$1.9M
VCM
923
Viewpoint Capital Management
Washington
$1.89M
LF
924
Lee Financial
Texas
$1.87M
PCM
925
Parsons Capital Management
Rhode Island
$1.86M