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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
BF
1026
bLong Financial
Tennessee
$1.36M
NVIM
1027
New Vernon Investment Management
Illinois
$1.36M
SG
1028
Sienna Gestion
France
$1.35M
BHPW
1029
Beverly Hills Private Wealth
California
$1.35M
PFSC
1030
Peoples Financial Services Corp
Pennsylvania
$1.35M
FFP
1031
FourThought Financial Partners
Florida
$1.34M
MYAM
1032
Meiji Yasuda Asset Management
Japan
$1.34M
PW
1033
Paladin Wealth
Minnesota
$1.33M
SWM
1034
Spire Wealth Management
Virginia
$1.33M
CP
1035
CenterBook Partners
Connecticut
$1.33M
CI
1036
CX Institutional
Indiana
$1.33M
EB
1037
Eastern Bank
Massachusetts
$1.32M
GCA
1038
Genesee Capital Advisors
New York
$1.31M
SDAM
1039
Shulman DeMeo Asset Management
New York
$1.31M
HA
1040
Herold Advisors
New York
$1.31M
FMC
1041
First Merchants Corp
Indiana
$1.3M
JSW
1042
Journey Strategic Wealth
New Jersey
$1.3M
EGA
1043
E&G Advisors
Texas
$1.3M
KWM
1044
Kingsview Wealth Management
Oregon
$1.29M
FFM
1045
Fisher Funds Management
New Zealand
$1.29M
CP
1046
Clarendon Private
Massachusetts
$1.29M
TPI
1047
Trust Point Inc
Wisconsin
$1.29M
SAM
1048
Sompo Asset Management
Japan
$1.29M
AT
1049
Avalon Trust
New Mexico
$1.29M
FMP
1050
Financial Management Professionals
Texas
$1.28M