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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
JCM
1376
Jacobi Capital Management
Pennsylvania
$610K
DJSG
1377
D.J. St. Germain
Massachusetts
$609K
BONST
1378
Bank of Nova Scotia Trust
Ontario, Canada
$609K
ICP
1379
Impact Capital Partners
Colorado
$606K
CWM
1380
Centric Wealth Management
Illinois
$605K
CTC
1381
Cetera Trust Company
Minnesota
$605K
VA
1382
Valmark Advisers
Ohio
$604K
UFF
1383
USA Financial Formulas
Michigan
$604K
FFG
1384
Frisch Financial Group
New York
$602K
BI
1385
Bolthouse Investments
California
$602K
OFG
1386
Oxford Financial Group
Indiana
$600K
OFW
1387
Omnia Family Wealth
Florida
$598K
PFA
1388
Pure Financial Advisors
California
$598K
AGWCA
1389
Annis Gardner Whiting Capital Advisors
Florida
$598K
TWM
1390
Trueblood Wealth Management
Ohio
$597K
JCIA
1391
Jackson Creek Investment Advisors
Colorado
$597K
SL
1392
Sentinus LLC
Illinois
$595K
WBC
1393
West Branch Capital
Massachusetts
$595K
MHR
1394
Matthew Hamilton Rosenberg
$591K
PCM
1395
Penserra Capital Management
California
$590K
WB
1396
Webster Bank
Connecticut
$589K
PNC
1397
Park National Corp
Ohio
$588K
JWA
1398
JFS Wealth Advisors
Pennsylvania
$588K
SWGC
1399
Summit Wealth Group (Colorado)
Colorado
$588K
CCMT
1400
CMT Capital Markets Trading
Germany
$587K