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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
MSA
1401
Marino Stram & Associates
Massachusetts
$583K
MCCA
1402
Mill Creek Capital Advisors
Pennsylvania
$576K
WIS
1403
Wright Investors Service
Connecticut
$573K
MTIC
1404
Missouri Trust & Investment Company
Missouri
$572K
1C
1405
111 Capital
France
$571K
GFA
1406
Gallagher Fiduciary Advisors
Illinois
$570K
TWM
1407
Tradition Wealth Management
Minnesota
$564K
TCM
1408
Teza Capital Management
Illinois
$563K
GLA
1409
Great Lakes Advisors
Illinois
$561K
HFS
1410
Howard Financial Services
Texas
$560K
BWCS
1411
Beirne Wealth Consulting Services
Connecticut
$558K
AC
1412
Apella Capital
Connecticut
$554K
DSC
1413
Duncker Streett & Co
Missouri
$554K
TIA
1414
Tiemann Investment Advisors
California
$553K
FNB
1415
Farmers National Bank
Kentucky
$552K
FPL
1416
Fortress Private Ledger
North Carolina
$552K
AFG
1417
Allegheny Financial Group
Pennsylvania
$552K
JAG
1418
Journey Advisory Group
Kentucky
$550K
PWMG
1419
Prestige Wealth Management Group
New Jersey
$549K
CA
1420
Calton & Associates
Florida
$545K
DIA
1421
Davidson Investment Advisors
Montana
$545K
WPW
1422
Waldron Private Wealth
Pennsylvania
$544K
CBOR
1423
Community Bank of Raymore
Missouri
$544K
BOH
1424
Bank of Hawaii
Hawaii
$543K
RW
1425
RVW Wealth
California
$543K