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Morgan Stanley

2,224 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 869 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:

8% more repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 802

0.94% less ownership

Funds ownership: 84.26%83.32% (-0.94%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,224
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
BAAM
1251
Baker Avenue Asset Management
California
$790K
QP
1252
Quilter Plc
United Kingdom
$788K
FCH
1253
Freestone Capital Holdings
Washington
$788K
BSTWA
1254
Blake Schutter Theil Wealth Advisors
Ohio
$787K
BWP
1255
Barlow Wealth Partners
Kentucky
$785K
PBO
1256
Peoples Bank (Ohio)
Ohio
$780K
RFA
1257
Register Financial Advisors
Georgia
$778K
EW
1258
Evexia Wealth
Wisconsin
$777K
FMWA
1259
Forvis Mazars Wealth Advisors
Missouri
$775K
Fuller & Thaler Asset Management
1260
Fuller & Thaler Asset Management
California
$773K
CWG
1261
Cornerstone Wealth Group
North Carolina
$772K
PFGIA
1262
Patriot Financial Group Insurance Agency
Massachusetts
$764K
OIM
1263
Orca Investment Management
Oregon
$762K
AWM
1264
Aprio Wealth Management
Georgia
$762K
TBT
1265
Texas Bank & Trust
Texas
$760K
CB
1266
CNB Bank
Pennsylvania
$756K
FIB
1267
First Interstate Bank
Montana
$756K
ISFAN
1268
Investor's Fiduciary Advisor Network
Washington
$755K
NHT
1269
New Hampshire Trust
New Hampshire
$752K
CCA
1270
Coign Capital Advisors
Utah
$751K
CGL
1271
Clarius Group LLC
Washington
$750K
BWG
1272
Beta Wealth Group
California
$750K
EI
1273
Ellevest Inc
New York
$750K
SWA
1274
Sax Wealth Advisors
New Jersey
$746K
FFG
1275
Fortem Financial Group
California
$744K