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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
NHC
1176
Nicholas Hoffman & Company
Georgia
$937K
DC
1177
Diametric Capital
Massachusetts
$937K
ATC
1178
Adirondack Trust Company
New York
$933K
AWM
1179
Angeles Wealth Management
California
$929K
HCM
1180
Hollencrest Capital Management
California
$928K
TCB
1181
Texas Capital Bancshares
Texas
$927K
LDB
1182
Lee, Danner & Bass
Tennessee
$924K
IF
1183
Intrua Financial
Texas
$922K
SVWAG
1184
Sound View Wealth Advisors Group
Georgia
$922K
CHAM
1185
Clear Harbor Asset Management
Connecticut
$918K
ACM
1186
Aljian Capital Management
Nevada
$918K
TWM
1187
TriaGen Wealth Management
California
$917K
RSS
1188
Rosenblum Silverman Sutton
California
$916K
NFG
1189
Nations Financial Group
Iowa
$913K
GWM
1190
Gibbs Wealth Management
Georgia
$913K
FPAS
1191
Focus Partners Advisor Solutions
Missouri
$909K
FA
1192
Financial Advisors
Massachusetts
$907K
LAM
1193
L2 Asset Management
Massachusetts
$907K
TPW
1194
Transatlantique Private Wealth
New York
$902K
SCA
1195
Sippican Capital Advisors
Massachusetts
$897K
WTC
1196
WhitTier Trust Company
Nevada
$893K
BFG
1197
Beacon Financial Group
Texas
$891K
EFA
1198
Evernest Financial Advisors
Indiana
$890K
Empower Advisory Group
1199
Empower Advisory Group
Colorado
$886K
SIA
1200
SGL Investment Advisors
Montana
$882K