MS icon

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
EDRH
976
Edmond de Rothschild Holding
Switzerland
$1.57M
ZBNA
977
Zions Bancorporation, National Association
Utah
$1.57M
SAI
978
Savvy Advisors Inc
New York
$1.56M
DF
979
Donoghue Forlines
Massachusetts
$1.54M
CWIG
980
Chung Wu Investment Group
Texas
$1.54M
PWG
981
Portside Wealth Group
Utah
$1.51M
TPWA
982
TRUE Private Wealth Advisors
Oregon
$1.51M
IRC
983
Investors Research Corp
Georgia
$1.5M
WAL
984
W Advisors LLC
Tennessee
$1.5M
KAS
985
KPP Advisory Services
Kentucky
$1.5M
HW
986
Hancock Whitney
Mississippi
$1.5M
IAIM
987
International Assets Investment Management
Florida
$1.49M
NWAG
988
Net Worth Advisory Group
Utah
$1.49M
ICA
989
Infrastructure Capital Advisors
New York
$1.48M
PCM
990
Pennsylvania Capital Management
Pennsylvania
$1.48M
BB
991
Busey Bank
Illinois
$1.48M
WS
992
Wedbush Securities
California
$1.48M
TCWA
993
Turtle Creek Wealth Advisors
Texas
$1.47M
AC
994
AlphaCore Capital
California
$1.47M
VF
995
Virtu Financial
New York
$1.47M
SOS
996
Silver Oak Securities
Tennessee
$1.46M
EFG
997
Everhart Financial Group
Ohio
$1.46M
AWMT
998
AAFMAA Wealth Management & Trust
North Carolina
$1.46M
HCM
999
Howard Capital Management
Georgia
$1.45M
NCM
1000
NCM Capital Management
New Jersey
$1.45M