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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
GIA
1101
Gladstone Institutional Advisory
Florida
$1.14M
KCM
1102
Kathmere Capital Management
Pennsylvania
$1.13M
KP
1103
Keel Point
Alabama
$1.13M
BPCE
1104
Bank Pictet & Cie (Europe)
Germany
$1.12M
VCM
1105
Versant Capital Management
Arizona
$1.12M
DWM
1106
Destination Wealth Management
California
$1.12M
IC
1107
Inscription Capital
Texas
$1.12M
KWA
1108
Kingswood Wealth Advisors
California
$1.12M
JIC
1109
Johnson Investment Counsel
Ohio
$1.11M
PI
1110
Parkside Investments
Illinois
$1.11M
AWM
1111
Arista Wealth Management
Nevada
$1.11M
GFG
1112
Goldstone Financial Group
Illinois
$1.11M
CAMG
1113
CWA Asset Management Group
Florida
$1.11M
III
1114
Independent Investors Inc
New York
$1.11M
AFP
1115
Ausdal Financial Partners
Iowa
$1.11M
RCA
1116
Ranch Capital Advisors
Florida
$1.11M
BOJHT
1117
Bank of Jackson Hole Trust
Wyoming
$1.1M
EFMC
1118
Empire Financial Management Company
New York
$1.09M
RMDI
1119
R.M. Davis Inc
Maine
$1.09M
NSIM
1120
North Star Investment Management
Illinois
$1.07M
MIC
1121
Meridian Investment Counsel
California
$1.07M
CH
1122
Canton Hathaway
Rhode Island
$1.07M
RR
1123
Robotti Robert
$1.07M
FDCP
1124
Foster Dykema Cabot & Partners
Massachusetts
$1.06M
ZF
1125
Zhang Financial
Michigan
$1.06M