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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
SWA
1051
Stratos Wealth Advisors
Ohio
$1.27M
VWM
1052
Venturi Wealth Management
Texas
$1.27M
NED
1053
Nancy E. Dempze
$1.27M
PCA
1054
Prosperity Capital Advisors
Ohio
$1.27M
BCG
1055
Breakwater Capital Group
New Jersey
$1.26M
RCA
1056
Resonant Capital Advisors
Wisconsin
$1.26M
TM
1057
TigerOak Management
New Mexico
$1.26M
CFO
1058
CVA Family Office
Colorado
$1.26M
CIAS
1059
CFS Investment Advisory Services
New Jersey
$1.26M
FPCP
1060
Fort Point Capital Partners
California
$1.26M
LIM
1061
Longfellow Investment Management
Massachusetts
$1.25M
MWM
1062
Mission Wealth Management
California
$1.25M
WWM
1063
Western Wealth Management
Colorado
$1.25M
FHC
1064
First Horizon Corporation
Tennessee
$1.25M
CCM
1065
Corsair Capital Management
New York
$1.24M
CST
1066
Charles Schwab Trust
Nevada
$1.24M
RIL
1067
Rothschild Investment LLC
Illinois
$1.23M
OCM
1068
Orion Capital Management
California
$1.23M
BOS
1069
Bank of Stockton
California
$1.22M
SFG
1070
Sather Financial Group
Texas
$1.22M
CIM
1071
CIM Investment Management
Pennsylvania
$1.22M
IA
1072
IFG Advisors
Missouri
$1.21M
PTC
1073
Private Trust Company
Ohio
$1.21M
VV
1074
Verity & Verity
South Carolina
$1.21M
OA
1075
Operose Advisors
Wisconsin
$1.21M