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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
SG
1026
Sienna Gestion
France
$1.35M
BHPW
1027
Beverly Hills Private Wealth
California
$1.35M
PFSC
1028
Peoples Financial Services Corp
Pennsylvania
$1.35M
FFP
1029
FourThought Financial Partners
Florida
$1.34M
MYAM
1030
Meiji Yasuda Asset Management
Japan
$1.34M
PW
1031
Paladin Wealth
Minnesota
$1.33M
SWM
1032
Spire Wealth Management
Virginia
$1.33M
CP
1033
CenterBook Partners
Connecticut
$1.33M
CI
1034
CX Institutional
Indiana
$1.33M
EB
1035
Eastern Bank
Massachusetts
$1.32M
GCA
1036
Genesee Capital Advisors
New York
$1.31M
SDAM
1037
Shulman DeMeo Asset Management
New York
$1.31M
HA
1038
Herold Advisors
New York
$1.31M
FMC
1039
First Merchants Corp
Indiana
$1.3M
JSW
1040
Journey Strategic Wealth
New Jersey
$1.3M
EGA
1041
E&G Advisors
Texas
$1.3M
KWM
1042
Kingsview Wealth Management
Oregon
$1.29M
FFM
1043
Fisher Funds Management
New Zealand
$1.29M
CP
1044
Clarendon Private
Massachusetts
$1.29M
TPI
1045
Trust Point Inc
Wisconsin
$1.29M
SAM
1046
Sompo Asset Management
Japan
$1.29M
AT
1047
Avalon Trust
New Mexico
$1.29M
FMP
1048
Financial Management Professionals
Texas
$1.28M
SMA
1049
Sage Mountain Advisors
Georgia
$1.28M
RMAM
1050
Raab & Moskowitz Asset Management
New Jersey
$1.27M