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Morgan Stanley

2,230 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, 803 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: 803

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
2,230
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
RWP
976
RWA Wealth Partners
Massachusetts
$1.57M
JPWM
977
Jamison Private Wealth Management
Georgia
$1.57M
EDRH
978
Edmond de Rothschild Holding
Switzerland
$1.57M
ZBNA
979
Zions Bancorporation, National Association
Utah
$1.57M
SAI
980
Savvy Advisors Inc
New York
$1.56M
DF
981
Donoghue Forlines
Massachusetts
$1.54M
CWIG
982
Chung Wu Investment Group
Texas
$1.54M
PWG
983
Portside Wealth Group
Utah
$1.51M
TPWA
984
TRUE Private Wealth Advisors
Oregon
$1.51M
IRC
985
Investors Research Corp
Georgia
$1.5M
WAL
986
W Advisors LLC
Tennessee
$1.5M
KAS
987
KPP Advisory Services
Kentucky
$1.5M
HW
988
Hancock Whitney
Mississippi
$1.5M
IAIM
989
International Assets Investment Management
Florida
$1.49M
NWAG
990
Net Worth Advisory Group
Utah
$1.49M
ICA
991
Infrastructure Capital Advisors
New York
$1.48M
PCM
992
Pennsylvania Capital Management
Pennsylvania
$1.48M
BB
993
Busey Bank
Illinois
$1.48M
WS
994
Wedbush Securities
California
$1.48M
TCWA
995
Turtle Creek Wealth Advisors
Texas
$1.47M
AC
996
AlphaCore Capital
California
$1.47M
VF
997
Virtu Financial
New York
$1.47M
SOS
998
Silver Oak Securities
Tennessee
$1.46M
EFG
999
Everhart Financial Group
Ohio
$1.46M
AWMT
1000
AAFMAA Wealth Management & Trust
North Carolina
$1.46M