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Morgan Stanley

2,231 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, 804 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: 804

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
2,231
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
VV
1076
Verity & Verity
South Carolina
$1.21M
OA
1077
Operose Advisors
Wisconsin
$1.21M
ONB
1078
Old National Bancorp
Indiana
$1.21M
CCP
1079
Carmel Capital Partners
California
$1.2M
GBT
1080
Grove Bank & Trust
Florida
$1.2M
BSA
1081
Bull Street Advisors
Georgia
$1.2M
WCA
1082
Westover Capital Advisors
Delaware
$1.2M
MWM
1083
Modera Wealth Management
New Jersey
$1.19M
CFP
1084
Catalyst Financial Partners
Massachusetts
$1.19M
IWM
1085
IHT Wealth Management
Illinois
$1.19M
SPF
1086
South Plains Financial
Texas
$1.18M
FNFDCM
1087
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.17M
NAS
1088
Nicolet Advisory Services
Wisconsin
$1.17M
MFG
1089
MidWestOne Financial Group
Iowa
$1.17M
GS
1090
GTS Securities
New York
$1.16M
TWP
1091
Triad Wealth Partners
Kansas
$1.15M
BB
1092
Berkshire Bank
Massachusetts
$1.15M
VWA
1093
Visionary Wealth Advisors
Illinois
$1.15M
IWA
1094
Icon Wealth Advisors
Texas
$1.14M
GIA
1095
Gladstone Institutional Advisory
Florida
$1.14M
KCM
1096
Kathmere Capital Management
Pennsylvania
$1.13M
KP
1097
Keel Point
Alabama
$1.13M
BPCE
1098
Bank Pictet & Cie (Europe)
Germany
$1.12M
VCM
1099
Versant Capital Management
Arizona
$1.12M
DWM
1100
Destination Wealth Management
California
$1.12M