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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
BCA
1326
Bay Capital Advisors
Virginia
$677K
SRC
1327
Shufro Rose & Co
New York
$675K
CAIM
1328
Catherine Avery Investment Management
Florida
$673K
BTD
1329
BankPlus Trust Department
Mississippi
$673K
GC
1330
GFG Capital
Florida
$667K
PCM
1331
Prelude Capital Management
New York
$666K
MC
1332
Moors & Cabot
Massachusetts
$665K
EC
1333
EntryPoint Capital
New York
$665K
CSPIA
1334
Cary Street Partners Investment Advisory
Virginia
$665K
KIA
1335
Knollwood Investment Advisory
Maryland
$665K
FFBTD
1336
First Financial Bank - Trust Division
Ohio
$664K
GAM
1337
Grandview Asset Management
Pennsylvania
$664K
FCG
1338
Fielder Capital Group
Tennessee
$661K
EFI
1339
EHP Funds Inc
Canada
$658K
AWAP
1340
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$657K
SM
1341
Salzhauer Michael
$657K
PA
1342
PFG Advisors
Arizona
$655K
HIC
1343
Holderness Investments Company
North Carolina
$653K
OC
1344
Opinicus Capital
Florida
$653K
KF
1345
KKM Financial
Illinois
$651K
VHAM
1346
Van Hulzen Asset Management
California
$650K
WA1
1347
Wimmer Associates 1
California
$647K
SC
1348
Sepio Capital
Utah
$647K
XSC
1349
X-Square Capital
Puerto Rico
$646K
WPC
1350
Waters Parkerson & Co
Louisiana
$644K