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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
JIC
1101
Johnson Investment Counsel
Ohio
$1.11M
PI
1102
Parkside Investments
Illinois
$1.11M
AWM
1103
Arista Wealth Management
Nevada
$1.11M
GFG
1104
Goldstone Financial Group
Illinois
$1.11M
CAMG
1105
CWA Asset Management Group
Florida
$1.11M
III
1106
Independent Investors Inc
New York
$1.11M
AFP
1107
Ausdal Financial Partners
Iowa
$1.11M
RCA
1108
Ranch Capital Advisors
Florida
$1.11M
BOJHT
1109
Bank of Jackson Hole Trust
Wyoming
$1.1M
EFMC
1110
Empire Financial Management Company
New York
$1.09M
RMDI
1111
R.M. Davis Inc
Maine
$1.09M
NSIM
1112
North Star Investment Management
Illinois
$1.07M
MIC
1113
Meridian Investment Counsel
California
$1.07M
CH
1114
Canton Hathaway
Rhode Island
$1.07M
RR
1115
Robotti Robert
$1.07M
FDCP
1116
Foster Dykema Cabot & Partners
Massachusetts
$1.06M
ZF
1117
Zhang Financial
Michigan
$1.06M
CGIM
1118
Capital Group Investment Management
Singapore
$1.05M
HA
1119
Harbor Advisors
Florida
$1.05M
JE
1120
JMAC Enterprises
Pennsylvania
$1.05M
MFC
1121
Mechanics Financial Corp
Ohio
$1.05M
MWM
1122
Mindset Wealth Management
Indiana
$1.05M
PCS
1123
Personal CFO Solutions
New Jersey
$1.04M
SB
1124
Strategic Blueprint
Georgia
$1.04M
PP
1125
PDS Planning
Ohio
$1.04M