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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
HCM
1001
Howard Capital Management
Georgia
$1.45M
NCM
1002
NCM Capital Management
New Jersey
$1.45M
TSWM
1003
Triangle Securities Wealth Management
North Carolina
$1.45M
RIA
1004
Regal Investment Advisors
Michigan
$1.44M
RPCONE
1005
Retirement Planning Company of New England
Rhode Island
$1.44M
RZH
1006
Relyea Zuckerberg Hanson
Connecticut
$1.43M
NEI
1007
Northwest & Ethical Investments
Ontario, Canada
$1.43M
AWM
1008
Avior Wealth Management
Nebraska
$1.43M
SC
1009
SummitTX Capital
Texas
$1.43M
CAS
1010
Coppell Advisory Solutions
Texas
$1.42M
RMP
1011
Richards, Merrill & Peterson
Washington
$1.42M
LB
1012
Legacy Bridge
Iowa
$1.42M
WSFS
1013
Wilmington Savings Fund Society
Delaware
$1.42M
SSWM
1014
Strait & Sound Wealth Management
California
$1.41M
PDL
1015
Portfolio Design Labs
California
$1.41M
FBT
1016
First Bank & Trust
South Dakota
$1.41M
ADL
1017
Asset Dedication LLC
California
$1.4M
T. Rowe Price Investment Management
1018
T. Rowe Price Investment Management
Maryland
$1.4M
BFIM
1019
Beese Fulmer Investment Management
Ohio
$1.39M
BWM
1020
Buckley Wealth Management
Nevada
$1.38M
HPC
1021
HM Payson & Co
Maine
$1.38M
WA
1022
Waverly Advisors
Alabama
$1.38M
SRC
1023
Sage Rhino Capital
California
$1.37M
MYLI
1024
Meiji Yasuda Life Insurance
Japan
$1.37M
OM
1025
OV Management
Minnesota
$1.36M