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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
DWA
1226
Douglass Winthrop Advisors
New York
$835K
QWP
1227
Quotient Wealth Partners
Texas
$835K
CWM
1228
Cornerstone Wealth Management
Missouri
$833K
SFA
1229
Souders Financial Advisors
Ohio
$833K
IWM
1230
Integris Wealth Management
California
$831K
APM
1231
a16z Perennial Management
California
$823K
HIA
1232
Harbor Investment Advisory
Maryland
$822K
WIC
1233
Woodmont Investment Counsel
Tennessee
$820K
FHA
1234
Flagship Harbor Advisors
Massachusetts
$819K
PWM
1235
Palacios Wealth Management
Florida
$819K
KNW
1236
Kesler Norman & Wride
Utah
$818K
GCM
1237
Gibraltar Capital Management
Oklahoma
$818K
VCM
1238
Vivaldi Capital Management
Illinois
$817K
BB
1239
Bell Bank
North Dakota
$816K
UCB
1240
United Community Bank
South Carolina
$815K
SFS
1241
Strategic Financial Services
New York
$815K
AF
1242
Advisornet Financial
Minnesota
$812K
AA
1243
Addison Advisors
Vermont
$811K
WE
1244
Wealth Effects
Massachusetts
$807K
FDS
1245
First Dallas Securities
Texas
$805K
CA
1246
Continuum Advisory
Idaho
$804K
LCGC
1247
Legacy Capital Group California
California
$803K
CD
1248
Chapin Davis
Maryland
$800K
GM
1249
GeoWealth Management
Illinois
$798K
SWP
1250
Strategic Wealth Partners
Ohio
$797K