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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
Tudor Investment Corp
951
Tudor Investment Corp
Connecticut
$1.72M
ZIG
952
Zullo Investment Group
Pennsylvania
$1.71M
MCM
953
Mork Capital Management
California
$1.7M
PPW
954
Parcion Private Wealth
Washington
$1.68M
CAM
955
Congress Asset Management
Massachusetts
$1.66M
QC
956
Quadrature Capital
United Kingdom
$1.66M
MMPW
957
Mitchell McLeod Pugh & Williams
Alabama
$1.65M
PA
958
Procyon Advisors
Connecticut
$1.64M
KA
959
KLCM Advisors
Wisconsin
$1.64M
Axa
960
Axa
France
$1.63M
EPIM
961
Evelyn Partners Investment Management
$1.63M
MAM
962
Morse Asset Management
Connecticut
$1.63M
GCA
963
Gallagher Capital Advisors
Texas
$1.63M
MFIM
964
Mesirow Financial Investment Management
Illinois
$1.62M
NP
965
Nilsine Partners
Colorado
$1.62M
GFP
966
Gryphon Financial Partners
Ohio
$1.61M
PPWP
967
Premier Path Wealth Partners
New Jersey
$1.6M
FCFC
968
First Citizens Financial Corp
Iowa
$1.59M
CPIG
969
Chicago Partners Investment Group
Illinois
$1.59M
DM
970
Delphi Management
Massachusetts
$1.58M
CCP
971
Clough Capital Partners
Massachusetts
$1.58M
SS
972
SBI Securities
Japan
$1.58M
CCIA
973
Campbell & Co Investment Adviser
Maryland
$1.57M
RWP
974
RWA Wealth Partners
Massachusetts
$1.57M
JPWM
975
Jamison Private Wealth Management
Georgia
$1.57M