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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
SFP
1351
Shepherd Financial Partners
Massachusetts
$644K
CH
1352
Cromwell Holdings
Wyoming
$641K
AWA
1353
Arete Wealth Advisors
Illinois
$641K
HI
1354
Harbour Investments
Wisconsin
$640K
AFT
1355
Alpha Family Trust
California
$640K
AFA
1356
AA Financial Advisors
Ohio
$638K
IIC
1357
Integrated Investment Consultants
Michigan
$636K
AWM
1358
Accurate Wealth Management
Florida
$634K
CBA
1359
Coastal Bridge Advisors
Connecticut
$632K
EWA
1360
Exencial Wealth Advisors
Oklahoma
$631K
CA
1361
Claro Advisors
Massachusetts
$631K
PCM
1362
Payne Capital Management
New York
$629K
Q
1363
QVR
California
$628K
3IP
1364
3Chopt Investment Partners
Virginia
$627K
NPA
1365
Nichols & Pratt Advisers
Massachusetts
$627K
AIM
1366
Allen Investment Management
New York
$627K
TW
1367
TritonPoint Wealth
Maryland
$619K
SMWM
1368
Silvia McColl Wealth Management
California
$617K
PEA
1369
Park Edge Advisors
Ohio
$616K
SCM
1370
SOL Capital Management
Maryland
$616K
BAM
1371
Broyhill Asset Management
North Carolina
$614K
SWM
1372
Segment Wealth Management
Texas
$614K
AO
1373
Advisor OS
Illinois
$613K
CBT
1374
Crews Bank & Trust
Florida
$613K
KSB
1375
Kennebec Savings Bank
Maine
$613K