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Morgan Stanley

2,231 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, 804 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: 804

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
2,231
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
LFG
926
Larson Financial Group
Missouri
$1.85M
PWP
927
Principle Wealth Partners
Connecticut
$1.84M
FM
928
Foster & Motley
Ohio
$1.84M
ACM
929
Advisors Capital Management
New Jersey
$1.83M
MFG
930
Magnus Financial Group
New York
$1.83M
BAM
931
Berkshire Asset Management
Pennsylvania
$1.83M
AWE
932
Avidian Wealth Enterprises
Texas
$1.82M
AAM
933
AR Asset Management
California
$1.81M
CCT
934
Chemung Canal Trust
New York
$1.81M
CI
935
Cigna Investments
Connecticut
$1.8M
MGIA
936
Moneta Group Investment Advisors
Missouri
$1.8M
IBOK
937
Independence Bank of Kentucky
Kentucky
$1.8M
WIC
938
Wilkins Investment Counsel
Massachusetts
$1.8M
MSFS
939
Main Street Financial Solutions
Pennsylvania
$1.79M
AA
940
Armis Advisers
Georgia
$1.79M
CB
941
Community Bank
New York
$1.78M
VA
942
VestGen Advisors
Illinois
$1.78M
WT
943
Washington Trust
Rhode Island
$1.78M
LRWA
944
Long Run Wealth Advisors
New York
$1.78M
MP
945
Moment Partners
California
$1.77M
AP
946
Advisors Preferred
Maryland
$1.77M
DAM
947
Delta Asset Management
Tennessee
$1.76M
CASB
948
Cape Ann Savings Bank
Massachusetts
$1.75M
Financial Engines Advisors
949
Financial Engines Advisors
California
$1.75M
HFM
950
Hartford Funds Management
Pennsylvania
$1.74M