MS icon

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
CP
1051
Clarendon Private
Massachusetts
$1.29M
TPI
1052
Trust Point Inc
Wisconsin
$1.29M
SAM
1053
Sompo Asset Management
Japan
$1.29M
AT
1054
Avalon Trust
New Mexico
$1.29M
BCM
1055
BluePath Capital Management
Georgia
$1.28M
FMP
1056
Financial Management Professionals
Texas
$1.28M
SMA
1057
Sage Mountain Advisors
Georgia
$1.28M
RMAM
1058
Raab & Moskowitz Asset Management
New Jersey
$1.27M
SWA
1059
Stratos Wealth Advisors
Ohio
$1.27M
VWM
1060
Venturi Wealth Management
Texas
$1.27M
NED
1061
Nancy E. Dempze
$1.27M
PCA
1062
Prosperity Capital Advisors
Ohio
$1.27M
BCG
1063
Breakwater Capital Group
New Jersey
$1.26M
RCA
1064
Resonant Capital Advisors
Wisconsin
$1.26M
TM
1065
TigerOak Management
New Mexico
$1.26M
CFO
1066
CVA Family Office
Colorado
$1.26M
CIAS
1067
CFS Investment Advisory Services
New Jersey
$1.26M
FPCP
1068
Fort Point Capital Partners
California
$1.26M
LIM
1069
Longfellow Investment Management
Massachusetts
$1.25M
MWM
1070
Mission Wealth Management
California
$1.25M
WWM
1071
Western Wealth Management
Colorado
$1.25M
FHC
1072
First Horizon Corporation
Tennessee
$1.25M
CCM
1073
Corsair Capital Management
New York
$1.24M
CST
1074
Charles Schwab Trust
Nevada
$1.24M
RIL
1075
Rothschild Investment LLC
Illinois
$1.23M