MS icon

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
SMA
1051
Sage Mountain Advisors
Georgia
$1.28M
RMAM
1052
Raab & Moskowitz Asset Management
New Jersey
$1.27M
SWA
1053
Stratos Wealth Advisors
Ohio
$1.27M
VWM
1054
Venturi Wealth Management
Texas
$1.27M
NED
1055
Nancy E. Dempze
$1.27M
PCA
1056
Prosperity Capital Advisors
Ohio
$1.27M
BCG
1057
Breakwater Capital Group
New Jersey
$1.26M
RCA
1058
Resonant Capital Advisors
Wisconsin
$1.26M
TM
1059
TigerOak Management
New Mexico
$1.26M
CFO
1060
CVA Family Office
Colorado
$1.26M
CIAS
1061
CFS Investment Advisory Services
New Jersey
$1.26M
FPCP
1062
Fort Point Capital Partners
California
$1.26M
LIM
1063
Longfellow Investment Management
Massachusetts
$1.25M
MWM
1064
Mission Wealth Management
California
$1.25M
WWM
1065
Western Wealth Management
Colorado
$1.25M
FHC
1066
First Horizon Corporation
Tennessee
$1.25M
CCM
1067
Corsair Capital Management
New York
$1.24M
CST
1068
Charles Schwab Trust
Nevada
$1.24M
RIL
1069
Rothschild Investment LLC
Illinois
$1.23M
OCM
1070
Orion Capital Management
California
$1.23M
BOS
1071
Bank of Stockton
California
$1.22M
SFG
1072
Sather Financial Group
Texas
$1.22M
CIM
1073
CIM Investment Management
Pennsylvania
$1.22M
IA
1074
IFG Advisors
Missouri
$1.21M
PTC
1075
Private Trust Company
Ohio
$1.21M