MS icon

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
EI
1276
Ellevest Inc
New York
$750K
SWA
1277
Sax Wealth Advisors
New Jersey
$746K
FFG
1278
Fortem Financial Group
California
$744K
DIP
1279
DT Investment Partners
Pennsylvania
$743K
SFG
1280
Sovereign Financial Group
Connecticut
$738K
LNB
1281
Ledyard National Bank
$738K
WCM
1282
Washburn Capital Management
Florida
$738K
WH
1283
Willner & Heller
California
$736K
MFWP
1284
Mosaic Family Wealth Partners
Missouri
$733K
I2I
1285
Insight 2811 Inc
Illinois
$733K
AIM
1286
Advyzon Investment Management
Illinois
$730K
RSWM
1287
Robertson Stephens Wealth Management
California
$729K
WI
1288
WrapManager Inc
California
$728K
FAT
1289
First American Trust
California
$726K
CC
1290
Constitution Capital
Connecticut
$725K
PIA
1291
Powell Investment Advisors
Florida
$723K
BBWA
1292
Bell & Brown Wealth Advisors
California
$723K
RIG
1293
Renaissance Investment Group
Massachusetts
$723K
ACM
1294
Arcataur Capital Management
Wisconsin
$723K
RC
1295
Roundview Capital
New Jersey
$723K
AGP
1296
Autumn Glory Partners
Texas
$721K
AA
1297
Apriem Advisors
California
$720K
CIC
1298
Chase Investment Counsel
Virginia
$720K
ST
1299
Smithfield Trust
Pennsylvania
$720K
CWM
1300
Connecticut Wealth Management
Connecticut
$719K