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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
HPC
1026
HM Payson & Co
Maine
$1.38M
WA
1027
Waverly Advisors
Alabama
$1.38M
SRC
1028
Sage Rhino Capital
California
$1.37M
MYLI
1029
Meiji Yasuda Life Insurance
Japan
$1.37M
OM
1030
OV Management
Minnesota
$1.36M
BF
1031
bLong Financial
Tennessee
$1.36M
NVIM
1032
New Vernon Investment Management
Illinois
$1.36M
SG
1033
Sienna Gestion
France
$1.35M
BHPW
1034
Beverly Hills Private Wealth
California
$1.35M
PFSC
1035
Peoples Financial Services Corp
Pennsylvania
$1.35M
FFP
1036
FourThought Financial Partners
Florida
$1.34M
MYAM
1037
Meiji Yasuda Asset Management
Japan
$1.34M
PW
1038
Paladin Wealth
Minnesota
$1.33M
SWM
1039
Spire Wealth Management
Virginia
$1.33M
CP
1040
CenterBook Partners
Connecticut
$1.33M
CI
1041
CX Institutional
Indiana
$1.33M
EB
1042
Eastern Bank
Massachusetts
$1.32M
GCA
1043
Genesee Capital Advisors
New York
$1.31M
SDAM
1044
Shulman DeMeo Asset Management
New York
$1.31M
HA
1045
Herold Advisors
New York
$1.31M
FMC
1046
First Merchants Corp
Indiana
$1.3M
JSW
1047
Journey Strategic Wealth
New Jersey
$1.3M
EGA
1048
E&G Advisors
Texas
$1.3M
KWM
1049
Kingsview Wealth Management
Oregon
$1.29M
FFM
1050
Fisher Funds Management
New Zealand
$1.29M