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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
HSA
1201
HBK Sorce Advisory
Pennsylvania
$875K
SM
1202
Stonegate Management
Illinois
$874K
MBTD
1203
Mechanics Bank - Trust Department
California
$873K
CG
1204
Clifford Group
Massachusetts
$870K
JWWM
1205
Johnson & White Wealth Management
Pennsylvania
$868K
RL
1206
Rogco LP
Oklahoma
$867K
HWA
1207
Heritage Wealth Advisors
Virginia
$864K
FIA
1208
FNY Investment Advisers
New York
$864K
SIA
1209
Soltis Investment Advisors
Utah
$863K
CFMC
1210
Curbstone Financial Management Corp
New Hampshire
$863K
BPC
1211
Bearing Point Capital
Minnesota
$859K
AWA
1212
A4 Wealth Advisors
North Carolina
$855K
HWAM
1213
Hennion & Walsh Asset Management
New Jersey
$855K
OCM
1214
One Capital Management
California
$854K
BONH
1215
Bank of New Hampshire
New Hampshire
$853K
FSA
1216
Fort Sheridan Advisors
Illinois
$852K
NFA
1217
Northern Financial Advisors
Michigan
$851K
CFG
1218
Cooper Financial Group
California
$847K
CP
1219
Canopy Partners
Ohio
$845K
AIM
1220
Anchor Investment Management
South Carolina
$842K
RLIM
1221
Red Lighthouse Investment Management
New York
$840K
BWM
1222
Baron Wealth Management
Michigan
$837K
TFA
1223
Transamerica Financial Advisors
Florida
$837K
DWA
1224
Douglass Winthrop Advisors
New York
$835K
QWP
1225
Quotient Wealth Partners
Texas
$835K