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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
GC
1326
GFG Capital
Florida
$667K
PCM
1327
Prelude Capital Management
New York
$666K
MC
1328
Moors & Cabot
Massachusetts
$665K
EC
1329
EntryPoint Capital
New York
$665K
CSPIA
1330
Cary Street Partners Investment Advisory
Virginia
$665K
KIA
1331
Knollwood Investment Advisory
Maryland
$665K
FFBTD
1332
First Financial Bank - Trust Division
Ohio
$664K
GAM
1333
Grandview Asset Management
Pennsylvania
$664K
FCG
1334
Fielder Capital Group
Tennessee
$661K
EFI
1335
EHP Funds Inc
Canada
$658K
AWAP
1336
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$657K
SM
1337
Salzhauer Michael
$657K
PA
1338
PFG Advisors
Arizona
$655K
HIC
1339
Holderness Investments Company
North Carolina
$653K
OC
1340
Opinicus Capital
Florida
$653K
KF
1341
KKM Financial
Illinois
$651K
VHAM
1342
Van Hulzen Asset Management
California
$650K
WA1
1343
Wimmer Associates 1
California
$647K
SC
1344
Sepio Capital
Utah
$647K
XSC
1345
X-Square Capital
Puerto Rico
$646K
WPC
1346
Waters Parkerson & Co
Louisiana
$644K
SFP
1347
Shepherd Financial Partners
Massachusetts
$644K
CH
1348
Cromwell Holdings
Wyoming
$641K
AWA
1349
Arete Wealth Advisors
Illinois
$641K
HI
1350
Harbour Investments
Wisconsin
$640K