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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
AP
951
Advisors Preferred
Maryland
$1.77M
DAM
952
Delta Asset Management
Tennessee
$1.76M
CASB
953
Cape Ann Savings Bank
Massachusetts
$1.75M
Financial Engines Advisors
954
Financial Engines Advisors
California
$1.75M
HFM
955
Hartford Funds Management
Pennsylvania
$1.74M
TCM
956
Twin Capital Management
Pennsylvania
$1.74M
Tudor Investment Corp
957
Tudor Investment Corp
Connecticut
$1.72M
ZIG
958
Zullo Investment Group
Pennsylvania
$1.71M
MCM
959
Mork Capital Management
California
$1.7M
PPW
960
Parcion Private Wealth
Washington
$1.68M
CAM
961
Congress Asset Management
Massachusetts
$1.66M
QC
962
Quadrature Capital
United Kingdom
$1.66M
MMPW
963
Mitchell McLeod Pugh & Williams
Alabama
$1.65M
PA
964
Procyon Advisors
Connecticut
$1.64M
KA
965
KLCM Advisors
Wisconsin
$1.64M
Axa
966
Axa
France
$1.63M
EPIM
967
Evelyn Partners Investment Management
$1.63M
MAM
968
Morse Asset Management
Connecticut
$1.63M
GCA
969
Gallagher Capital Advisors
Texas
$1.63M
MFIM
970
Mesirow Financial Investment Management
Illinois
$1.62M
NP
971
Nilsine Partners
Colorado
$1.62M
GFP
972
Gryphon Financial Partners
Ohio
$1.61M
PPWP
973
Premier Path Wealth Partners
New Jersey
$1.6M
IA
974
IFP Advisors
Florida
$1.6M
FCFC
975
First Citizens Financial Corp
Iowa
$1.59M