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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
CWM
1376
Centric Wealth Management
Illinois
$605K
CTC
1377
Cetera Trust Company
Minnesota
$605K
VA
1378
Valmark Advisers
Ohio
$604K
UFF
1379
USA Financial Formulas
Michigan
$604K
FFG
1380
Frisch Financial Group
New York
$602K
BI
1381
Bolthouse Investments
California
$602K
OFG
1382
Oxford Financial Group
Indiana
$600K
OFW
1383
Omnia Family Wealth
Florida
$598K
PFA
1384
Pure Financial Advisors
California
$598K
AGWCA
1385
Annis Gardner Whiting Capital Advisors
Florida
$598K
TWM
1386
Trueblood Wealth Management
Ohio
$597K
JCIA
1387
Jackson Creek Investment Advisors
Colorado
$597K
SL
1388
Sentinus LLC
Illinois
$595K
WBC
1389
West Branch Capital
Massachusetts
$595K
MHR
1390
Matthew Hamilton Rosenberg
$591K
PCM
1391
Penserra Capital Management
California
$590K
WB
1392
Webster Bank
Connecticut
$589K
PNC
1393
Park National Corp
Ohio
$588K
JWA
1394
JFS Wealth Advisors
Pennsylvania
$588K
SWGC
1395
Summit Wealth Group (Colorado)
Colorado
$588K
CCMT
1396
CMT Capital Markets Trading
Germany
$587K
JFGIW
1397
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$587K
FA
1398
Fiducient Advisors
Illinois
$587K
TWM
1399
Topsail Wealth Management
North Carolina
$586K
OL
1400
Optas LLC
Texas
$585K