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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
ATC
1176
Adirondack Trust Company
New York
$933K
AWM
1177
Angeles Wealth Management
California
$929K
HCM
1178
Hollencrest Capital Management
California
$928K
TCB
1179
Texas Capital Bancshares
Texas
$927K
LDB
1180
Lee, Danner & Bass
Tennessee
$924K
IF
1181
Intrua Financial
Texas
$922K
SVWAG
1182
Sound View Wealth Advisors Group
Georgia
$922K
CHAM
1183
Clear Harbor Asset Management
Connecticut
$918K
ACM
1184
Aljian Capital Management
Nevada
$918K
TWM
1185
TriaGen Wealth Management
California
$917K
RSS
1186
Rosenblum Silverman Sutton
California
$916K
NFG
1187
Nations Financial Group
Iowa
$913K
GWM
1188
Gibbs Wealth Management
Georgia
$913K
FPAS
1189
Focus Partners Advisor Solutions
Missouri
$909K
FA
1190
Financial Advisors
Massachusetts
$907K
LAM
1191
L2 Asset Management
Massachusetts
$907K
TPW
1192
Transatlantique Private Wealth
New York
$902K
SCA
1193
Sippican Capital Advisors
Massachusetts
$897K
WTC
1194
WhitTier Trust Company
Nevada
$893K
BFG
1195
Beacon Financial Group
Texas
$891K
EFA
1196
Evernest Financial Advisors
Indiana
$890K
Empower Advisory Group
1197
Empower Advisory Group
Colorado
$886K
SIA
1198
SGL Investment Advisors
Montana
$882K
DWM
1199
Diversify Wealth Management
Utah
$879K
RIG
1200
RiverFront Investment Group
Virginia
$875K