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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
CPIG
976
Chicago Partners Investment Group
Illinois
$1.59M
DM
977
Delphi Management
Massachusetts
$1.58M
CCP
978
Clough Capital Partners
Massachusetts
$1.58M
SS
979
SBI Securities
Japan
$1.58M
CCIA
980
Campbell & Co Investment Adviser
Maryland
$1.57M
RWP
981
RWA Wealth Partners
Massachusetts
$1.57M
JPWM
982
Jamison Private Wealth Management
Georgia
$1.57M
EDRH
983
Edmond de Rothschild Holding
Switzerland
$1.57M
ZBNA
984
Zions Bancorporation, National Association
Utah
$1.57M
SAI
985
Savvy Advisors Inc
New York
$1.56M
DF
986
Donoghue Forlines
Massachusetts
$1.54M
CWIG
987
Chung Wu Investment Group
Texas
$1.54M
PWG
988
Portside Wealth Group
Utah
$1.51M
TPWA
989
TRUE Private Wealth Advisors
Oregon
$1.51M
IRC
990
Investors Research Corp
Georgia
$1.5M
WAL
991
W Advisors LLC
Tennessee
$1.5M
KAS
992
KPP Advisory Services
Kentucky
$1.5M
HW
993
Hancock Whitney
Mississippi
$1.5M
IAIM
994
International Assets Investment Management
Florida
$1.49M
NWAG
995
Net Worth Advisory Group
Utah
$1.49M
ICA
996
Infrastructure Capital Advisors
New York
$1.48M
PCM
997
Pennsylvania Capital Management
Pennsylvania
$1.48M
BB
998
Busey Bank
Illinois
$1.48M
WS
999
Wedbush Securities
California
$1.48M
TCWA
1000
Turtle Creek Wealth Advisors
Texas
$1.47M