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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
DWM
1201
Diversify Wealth Management
Utah
$879K
RIG
1202
RiverFront Investment Group
Virginia
$875K
HSA
1203
HBK Sorce Advisory
Pennsylvania
$875K
SM
1204
Stonegate Management
Illinois
$874K
MBTD
1205
Mechanics Bank - Trust Department
California
$873K
CG
1206
Clifford Group
Massachusetts
$870K
JWWM
1207
Johnson & White Wealth Management
Pennsylvania
$868K
RL
1208
Rogco LP
Oklahoma
$867K
HWA
1209
Heritage Wealth Advisors
Virginia
$864K
FIA
1210
FNY Investment Advisers
New York
$864K
SIA
1211
Soltis Investment Advisors
Utah
$863K
CFMC
1212
Curbstone Financial Management Corp
New Hampshire
$863K
BPC
1213
Bearing Point Capital
Minnesota
$859K
AWA
1214
A4 Wealth Advisors
North Carolina
$855K
HWAM
1215
Hennion & Walsh Asset Management
New Jersey
$855K
OCM
1216
One Capital Management
California
$854K
BONH
1217
Bank of New Hampshire
New Hampshire
$853K
FSA
1218
Fort Sheridan Advisors
Illinois
$852K
NFA
1219
Northern Financial Advisors
Michigan
$851K
CFG
1220
Cooper Financial Group
California
$847K
CP
1221
Canopy Partners
Ohio
$845K
AIM
1222
Anchor Investment Management
South Carolina
$842K
RLIM
1223
Red Lighthouse Investment Management
New York
$840K
BWM
1224
Baron Wealth Management
Michigan
$837K
TFA
1225
Transamerica Financial Advisors
Florida
$837K