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Morgan Stanley

2,230 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, 803 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: 803

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
2,230
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
SB
1126
Strategic Blueprint
Georgia
$1.04M
PP
1127
PDS Planning
Ohio
$1.04M
CAG
1128
Csenge Advisory Group
Florida
$1.04M
HBT
1129
Hills Bank & Trust
Iowa
$1.04M
CC
1130
Carlson Capital
Texas
$1.03M
CAM
1131
Cidel Asset Management
Ontario, Canada
$1.03M
KA
1132
Klingman & Associates
New York
$1.03M
AIA
1133
Arbor Investment Advisors
North Carolina
$1.03M
Bank Julius Baer & Co
1134
Bank Julius Baer & Co
Switzerland
$1.03M
AA
1135
Advisory Alpha
Michigan
$1.03M
DWP
1136
Daymark Wealth Partners
Ohio
$1.02M
BA
1137
Bridgewater Advisors
New York
$1.02M
EHWM
1138
Eads & Heald Wealth Management
Georgia
$1.02M
SSG
1139
Summit Securities Group
New York
$1.02M
CCA
1140
Childress Capital Advisors
Texas
$1.02M
KFS
1141
Kurt F. Somerville
$1.01M
RWB
1142
RMR Wealth Builders
New Jersey
$1.01M
SI
1143
Symmetry Investments
Jersey
$1.01M
RA
1144
RFG Advisory
Alabama
$1.01M
AUB
1145
Atlantic Union Bankshares
Virginia
$1.01M
CIC
1146
Cornercap Investment Counsel
Georgia
$995K
CWM
1147
Chicago Wealth Management
Illinois
$992K
Los Angeles Capital Management
1148
Los Angeles Capital Management
California
$989K
CAIMH
1149
Central Asset Investments & Management Holdings
Hong Kong
$988K
RFA
1150
Resurgent Financial Advisors
Georgia
$986K