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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
FM
926
Foster & Motley
Ohio
$1.84M
ACM
927
Advisors Capital Management
New Jersey
$1.83M
MFG
928
Magnus Financial Group
New York
$1.83M
BAM
929
Berkshire Asset Management
Pennsylvania
$1.83M
AWE
930
Avidian Wealth Enterprises
Texas
$1.82M
AAM
931
AR Asset Management
California
$1.81M
CCT
932
Chemung Canal Trust
New York
$1.81M
CI
933
Cigna Investments
Connecticut
$1.8M
MGIA
934
Moneta Group Investment Advisors
Missouri
$1.8M
IBOK
935
Independence Bank of Kentucky
Kentucky
$1.8M
WIC
936
Wilkins Investment Counsel
Massachusetts
$1.8M
MSFS
937
Main Street Financial Solutions
Pennsylvania
$1.79M
AA
938
Armis Advisers
Georgia
$1.79M
CB
939
Community Bank
New York
$1.78M
VA
940
VestGen Advisors
Illinois
$1.78M
WT
941
Washington Trust
Rhode Island
$1.78M
LRWA
942
Long Run Wealth Advisors
New York
$1.78M
MP
943
Moment Partners
California
$1.77M
AP
944
Advisors Preferred
Maryland
$1.77M
DAM
945
Delta Asset Management
Tennessee
$1.76M
CASB
946
Cape Ann Savings Bank
Massachusetts
$1.75M
Financial Engines Advisors
947
Financial Engines Advisors
California
$1.75M
HFM
948
Hartford Funds Management
Pennsylvania
$1.74M
TCM
949
Twin Capital Management
Pennsylvania
$1.74M
IA
950
IFP Advisors
Florida
$1.73M