MS icon

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
BHBT
1151
Burke & Herbert Bank & Trust
Virginia
$986K
FAG
1152
Fortitude Advisory Group
Washington
$985K
LFA
1153
Legacy Financial Advisors
Kentucky
$981K
Capstone Investment Advisors
1154
Capstone Investment Advisors
New York
$981K
BMO
1155
Beck Mack & Oliver
New York
$974K
RCAG
1156
Rehmann Capital Advisory Group
Michigan
$973K
AA
1157
Alta Advisers
United Kingdom
$972K
LA
1158
LM Advisors
California
$970K
SW
1159
SlateStone Wealth
Florida
$968K
EFS
1160
Essex Financial Services
Connecticut
$964K
BIG
1161
Brookwood Investment Group
Arizona
$963K
AWM
1162
Atticus Wealth Management
Florida
$962K
BWP
1163
BSW Wealth Partners
Colorado
$961K
AIA
1164
Affinity Investment Advisors
California
$961K
FFA
1165
First Foundation Advisors
California
$959K
LA
1166
LVW Advisors
New York
$959K
ERIC
1167
Eagle Rock Investment Company
Georgia
$954K
Kayne Anderson Rudnick Investment Management
1168
Kayne Anderson Rudnick Investment Management
California
$949K
OBAM
1169
ODDO BHF Asset Management
France
$948K
BFG
1170
Berger Financial Group
Minnesota
$947K
SS
1171
Sunbelt Securities
Texas
$947K
RCA
1172
Roberts Capital Advisors
Colorado
$940K
JFG
1173
Jefferies Financial Group
New York
$938K
YP
1174
YANKCOM Partnership
South Dakota
$938K
WF
1175
Welch & Forbes
Massachusetts
$938K