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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
CWM
1226
Cornerstone Wealth Management
Missouri
$833K
SFA
1227
Souders Financial Advisors
Ohio
$833K
IWM
1228
Integris Wealth Management
California
$831K
APM
1229
a16z Perennial Management
California
$823K
HIA
1230
Harbor Investment Advisory
Maryland
$822K
WIC
1231
Woodmont Investment Counsel
Tennessee
$820K
FHA
1232
Flagship Harbor Advisors
Massachusetts
$819K
PWM
1233
Palacios Wealth Management
Florida
$819K
KNW
1234
Kesler Norman & Wride
Utah
$818K
GCM
1235
Gibraltar Capital Management
Oklahoma
$818K
VCM
1236
Vivaldi Capital Management
Illinois
$817K
BB
1237
Bell Bank
North Dakota
$816K
UCB
1238
United Community Bank
South Carolina
$815K
SFS
1239
Strategic Financial Services
New York
$815K
AF
1240
Advisornet Financial
Minnesota
$812K
AA
1241
Addison Advisors
Vermont
$811K
WE
1242
Wealth Effects
Massachusetts
$807K
FDS
1243
First Dallas Securities
Texas
$805K
CA
1244
Continuum Advisory
Idaho
$804K
LCGC
1245
Legacy Capital Group California
California
$803K
CD
1246
Chapin Davis
Maryland
$800K
GM
1247
GeoWealth Management
Illinois
$798K
SWP
1248
Strategic Wealth Partners
Ohio
$797K
DLP
1249
De Lisle Partners
United Kingdom
$795K
PB
1250
Pinnacle Bancorp
Nebraska
$794K