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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
LFA
1151
Legacy Financial Advisors
Kentucky
$981K
Capstone Investment Advisors
1152
Capstone Investment Advisors
New York
$981K
BMO
1153
Beck Mack & Oliver
New York
$974K
RCAG
1154
Rehmann Capital Advisory Group
Michigan
$973K
AA
1155
Alta Advisers
United Kingdom
$972K
LA
1156
LM Advisors
California
$970K
SW
1157
SlateStone Wealth
Florida
$968K
EFS
1158
Essex Financial Services
Connecticut
$964K
BIG
1159
Brookwood Investment Group
Arizona
$963K
AWM
1160
Atticus Wealth Management
Florida
$962K
BWP
1161
BSW Wealth Partners
Colorado
$961K
AIA
1162
Affinity Investment Advisors
California
$961K
FFA
1163
First Foundation Advisors
California
$959K
LA
1164
LVW Advisors
New York
$959K
ERIC
1165
Eagle Rock Investment Company
Georgia
$954K
Kayne Anderson Rudnick Investment Management
1166
Kayne Anderson Rudnick Investment Management
California
$949K
OBAM
1167
ODDO BHF Asset Management
France
$948K
BFG
1168
Berger Financial Group
Minnesota
$947K
SS
1169
Sunbelt Securities
Texas
$947K
RCA
1170
Roberts Capital Advisors
Colorado
$940K
JFG
1171
Jefferies Financial Group
New York
$938K
YP
1172
YANKCOM Partnership
South Dakota
$938K
WF
1173
Welch & Forbes
Massachusetts
$938K
NHC
1174
Nicholas Hoffman & Company
Georgia
$937K
DC
1175
Diametric Capital
Massachusetts
$937K