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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
OCM
1076
Orion Capital Management
California
$1.23M
BOS
1077
Bank of Stockton
California
$1.22M
SFG
1078
Sather Financial Group
Texas
$1.22M
CIM
1079
CIM Investment Management
Pennsylvania
$1.22M
IA
1080
IFG Advisors
Missouri
$1.21M
PTC
1081
Private Trust Company
Ohio
$1.21M
VV
1082
Verity & Verity
South Carolina
$1.21M
OA
1083
Operose Advisors
Wisconsin
$1.21M
ONB
1084
Old National Bancorp
Indiana
$1.21M
CCP
1085
Carmel Capital Partners
California
$1.2M
GBT
1086
Grove Bank & Trust
Florida
$1.2M
BSA
1087
Bull Street Advisors
Georgia
$1.2M
WCA
1088
Westover Capital Advisors
Delaware
$1.2M
MWM
1089
Modera Wealth Management
New Jersey
$1.19M
CFP
1090
Catalyst Financial Partners
Massachusetts
$1.19M
IWM
1091
IHT Wealth Management
Illinois
$1.19M
SPF
1092
South Plains Financial
Texas
$1.18M
FNFDCM
1093
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.17M
NAS
1094
Nicolet Advisory Services
Wisconsin
$1.17M
MFG
1095
MidWestOne Financial Group
Iowa
$1.17M
GS
1096
GTS Securities
New York
$1.16M
TWP
1097
Triad Wealth Partners
Kansas
$1.15M
BB
1098
Berkshire Bank
Massachusetts
$1.15M
VWA
1099
Visionary Wealth Advisors
Illinois
$1.15M
IWA
1100
Icon Wealth Advisors
Texas
$1.14M