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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
DIP
1276
DT Investment Partners
Pennsylvania
$743K
SFG
1277
Sovereign Financial Group
Connecticut
$738K
LNB
1278
Ledyard National Bank
$738K
WCM
1279
Washburn Capital Management
Florida
$738K
WH
1280
Willner & Heller
California
$736K
MFWP
1281
Mosaic Family Wealth Partners
Missouri
$733K
I2I
1282
Insight 2811 Inc
Illinois
$733K
AIM
1283
Advyzon Investment Management
Illinois
$730K
RSWM
1284
Robertson Stephens Wealth Management
California
$729K
WI
1285
WrapManager Inc
California
$728K
FAT
1286
First American Trust
California
$726K
CC
1287
Constitution Capital
Connecticut
$725K
PIA
1288
Powell Investment Advisors
Florida
$723K
BBWA
1289
Bell & Brown Wealth Advisors
California
$723K
RIG
1290
Renaissance Investment Group
Massachusetts
$723K
ACM
1291
Arcataur Capital Management
Wisconsin
$723K
RC
1292
Roundview Capital
New Jersey
$723K
AGP
1293
Autumn Glory Partners
Texas
$721K
AA
1294
Apriem Advisors
California
$720K
CIC
1295
Chase Investment Counsel
Virginia
$720K
ST
1296
Smithfield Trust
Pennsylvania
$720K
CWM
1297
Connecticut Wealth Management
Connecticut
$719K
WC
1298
Waterloo Capital
Texas
$718K
TSS
1299
Two Sigma Securities
New York
$717K
UBV
1300
United Bank (Virginia)
Virginia
$715K