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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
AFT
1351
Alpha Family Trust
California
$640K
AFA
1352
AA Financial Advisors
Ohio
$638K
IIC
1353
Integrated Investment Consultants
Michigan
$636K
AWM
1354
Accurate Wealth Management
Florida
$634K
CBA
1355
Coastal Bridge Advisors
Connecticut
$632K
EWA
1356
Exencial Wealth Advisors
Oklahoma
$631K
CA
1357
Claro Advisors
Massachusetts
$631K
PCML
1358
Payne Capital Management, LLC
New York
$629K
Q
1359
QVR
California
$628K
3IP
1360
3Chopt Investment Partners
Virginia
$627K
NPA
1361
Nichols & Pratt Advisers
Massachusetts
$627K
AIM
1362
Allen Investment Management
New York
$627K
TW
1363
TritonPoint Wealth
Maryland
$619K
SMWM
1364
Silvia McColl Wealth Management
California
$617K
PEA
1365
Park Edge Advisors
Ohio
$616K
SCM
1366
SOL Capital Management
Maryland
$616K
BAM
1367
Broyhill Asset Management
North Carolina
$614K
SWM
1368
Segment Wealth Management
Texas
$614K
AO
1369
Advisor OS
Illinois
$613K
CBT
1370
Crews Bank & Trust
Florida
$613K
KSB
1371
Kennebec Savings Bank
Maine
$613K
JCM
1372
Jacobi Capital Management
Pennsylvania
$610K
DJSG
1373
D.J. St. Germain
Massachusetts
$609K
BONST
1374
Bank of Nova Scotia Trust
Ontario, Canada
$609K
ICP
1375
Impact Capital Partners
Colorado
$606K