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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
ONB
1076
Old National Bancorp
Indiana
$1.21M
CCP
1077
Carmel Capital Partners
California
$1.2M
GBT
1078
Grove Bank & Trust
Florida
$1.2M
BSA
1079
Bull Street Advisors
Georgia
$1.2M
WCA
1080
Westover Capital Advisors
Delaware
$1.2M
MWM
1081
Modera Wealth Management
New Jersey
$1.19M
CFP
1082
Catalyst Financial Partners
Massachusetts
$1.19M
IWM
1083
IHT Wealth Management
Illinois
$1.19M
SPF
1084
South Plains Financial
Texas
$1.18M
FNFDCM
1085
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.17M
NAS
1086
Nicolet Advisory Services
Wisconsin
$1.17M
MFG
1087
MidWestOne Financial Group
Iowa
$1.17M
GS
1088
GTS Securities
New York
$1.16M
TWP
1089
Triad Wealth Partners
Kansas
$1.15M
BB
1090
Berkshire Bank
Massachusetts
$1.15M
VWA
1091
Visionary Wealth Advisors
Illinois
$1.15M
IWA
1092
Icon Wealth Advisors
Texas
$1.14M
GIA
1093
Gladstone Institutional Advisory
Florida
$1.14M
KCM
1094
Kathmere Capital Management
Pennsylvania
$1.13M
KP
1095
Keel Point
Alabama
$1.13M
BPCE
1096
Bank Pictet & Cie (Europe)
Germany
$1.12M
VCM
1097
Versant Capital Management
Arizona
$1.12M
DWM
1098
Destination Wealth Management
California
$1.12M
IC
1099
Inscription Capital
Texas
$1.12M
KWA
1100
Kingswood Wealth Advisors
California
$1.12M