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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
LGA
1426
Lebenthal Global Advisors
New York
$542K
NL
1427
NWAM LLC
Washington
$541K
Cohen & Steers
1428
Cohen & Steers
New York
$540K
MHC
1429
May Hill Capital
Massachusetts
$539K
SAW
1430
Signal Advisors Wealth
Michigan
$539K
NW
1431
Naviter Wealth
Arkansas
$537K
VI
1432
Versor Investments
New York
$536K
MA
1433
MJP Associates
Connecticut
$535K
OL
1434
OneFund LLC
Florida
$534K
IA
1435
Integrity Alliance
Iowa
$533K
AWG
1436
Altus Wealth Group
Colorado
$532K
QFA
1437
Quantum Financial Advisors
California
$531K
BCA
1438
Bay Colony Advisors
Massachusetts
$531K
WPA
1439
Wealth Preservation Advisors
Tennessee
$530K
MIC
1440
Means Investment Company
Maine
$523K
V
1441
ViaWealth
Kansas
$522K
LFM
1442
LGT Fund Management
Liechtenstein
$522K
PWM
1443
Proathlete Wealth Management
Florida
$522K
FCB
1444
First County Bank
Connecticut
$521K
KWM
1445
Kingsman Wealth Management
Florida
$519K
WBG
1446
Wharton Business Group
Pennsylvania
$518K
GD
1447
Grandfield & Dodd
New York
$516K
GPA
1448
Guerra Pan Advisors
New Jersey
$515K
DE
1449
Diversified Enterprises
Delaware
$515K
PFWA
1450
Paces Ferry Wealth Advisors
Georgia
$515K