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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
LC
1301
Lavaca Capital
Texas
$708K
SW
1302
SVB Wealth
Massachusetts
$708K
RIM
1303
Rakuten Investment Management
Japan
$708K
SWM
1304
SeaCrest Wealth Management
New York
$707K
CVM
1305
Cheviot Value Management
California
$698K
SEIA
1306
Signature Estate & Investment Advisors
California
$696K
HI
1307
Hudock Inc
Pennsylvania
$694K
PWPS
1308
Pinnacle Wealth Planning Services
Ohio
$694K
MA
1309
MCF Advisors
Kentucky
$693K
CFG
1310
Copley Financial Group
California
$693K
ACG
1311
Allen Capital Group
Nebraska
$690K
DDC
1312
DF Dent & Co
Maryland
$689K
HIM
1313
Hillsdale Investment Management
Ontario, Canada
$688K
SMA
1314
Seven Mile Advisory
New Jersey
$685K
PIA
1315
Perennial Investment Advisors
California
$685K
CW
1316
Code Waechter
Florida
$684K
PFT
1317
Providence First Trust
Arizona
$681K
PCG
1318
Prosperity Consulting Group
Maryland
$681K
BP
1319
BNP Paribas
France
$679K
SW
1320
Simplicity Wealth
New Jersey
$679K
TC
1321
TFR Capital
Texas
$679K
RDWM
1322
Red Door Wealth Management
Tennessee
$679K
BCA
1323
Bay Capital Advisors
Virginia
$677K
SRC
1324
Shufro Rose & Co
New York
$675K
BTD
1325
BankPlus Trust Department
Mississippi
$673K