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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
CGIM
1126
Capital Group Investment Management
Singapore
$1.05M
HA
1127
Harbor Advisors
Florida
$1.05M
JE
1128
JMAC Enterprises
Pennsylvania
$1.05M
MFC
1129
Mechanics Financial Corp
Ohio
$1.05M
MWM
1130
Mindset Wealth Management
Indiana
$1.05M
PCS
1131
Personal CFO Solutions
New Jersey
$1.04M
SB
1132
Strategic Blueprint
Georgia
$1.04M
PP
1133
PDS Planning
Ohio
$1.04M
CAG
1134
Csenge Advisory Group
Florida
$1.04M
HBT
1135
Hills Bank & Trust
Iowa
$1.04M
CC
1136
Carlson Capital
Texas
$1.03M
CAM
1137
Cidel Asset Management
Ontario, Canada
$1.03M
KA
1138
Klingman & Associates
New York
$1.03M
AIA
1139
Arbor Investment Advisors
North Carolina
$1.03M
Bank Julius Baer & Co
1140
Bank Julius Baer & Co
Switzerland
$1.03M
AA
1141
Advisory Alpha
Michigan
$1.03M
DWP
1142
Daymark Wealth Partners
Ohio
$1.02M
BA
1143
Bridgewater Advisors
New York
$1.02M
EHWM
1144
Eads & Heald Wealth Management
Georgia
$1.02M
SSG
1145
Summit Securities Group
New York
$1.02M
CCA
1146
Childress Capital Advisors
Texas
$1.02M
KFS
1147
Kurt F. Somerville
$1.01M
RWB
1148
RMR Wealth Builders
New Jersey
$1.01M
SI
1149
Symmetry Investments
Jersey
$1.01M
RA
1150
RFG Advisory
Alabama
$1.01M