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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
MIA
926
MMBG Investment Advisors
Florida
$1.92M
BPWM
927
BCS Private Wealth Management
New Jersey
$1.9M
VCM
928
Viewpoint Capital Management
Washington
$1.89M
LF
929
Lee Financial
Texas
$1.87M
PCM
930
Parsons Capital Management
Rhode Island
$1.86M
LFG
931
Larson Financial Group
Missouri
$1.85M
PWP
932
Principle Wealth Partners
Connecticut
$1.84M
FM
933
Foster & Motley
Ohio
$1.84M
ACM
934
Advisors Capital Management
New Jersey
$1.83M
MFG
935
Magnus Financial Group
New York
$1.83M
BAM
936
Berkshire Asset Management
Pennsylvania
$1.83M
AWE
937
Avidian Wealth Enterprises
Texas
$1.82M
AAM
938
AR Asset Management
California
$1.81M
CCT
939
Chemung Canal Trust
New York
$1.81M
CI
940
Cigna Investments
Connecticut
$1.8M
MGIA
941
Moneta Group Investment Advisors
Missouri
$1.8M
IBOK
942
Independence Bank of Kentucky
Kentucky
$1.8M
WIC
943
Wilkins Investment Counsel
Massachusetts
$1.8M
MSFS
944
Main Street Financial Solutions
Pennsylvania
$1.79M
AA
945
Armis Advisers
Georgia
$1.79M
CB
946
Community Bank
New York
$1.78M
VA
947
VestGen Advisors
Illinois
$1.78M
WT
948
Washington Trust
Rhode Island
$1.78M
LRWA
949
Long Run Wealth Advisors
New York
$1.78M
MP
950
Moment Partners
California
$1.77M