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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
WPW
1426
Waldron Private Wealth
Pennsylvania
$544K
CBOR
1427
Community Bank of Raymore
Missouri
$544K
BOH
1428
Bank of Hawaii
Hawaii
$543K
RW
1429
RVW Wealth
California
$543K
LGA
1430
Lebenthal Global Advisors
New York
$542K
NL
1431
NWAM LLC
Washington
$541K
Cohen & Steers
1432
Cohen & Steers
New York
$540K
MHC
1433
May Hill Capital
Massachusetts
$539K
SAW
1434
Signal Advisors Wealth
Michigan
$539K
NW
1435
Naviter Wealth
Arkansas
$537K
VI
1436
Versor Investments
New York
$536K
MA
1437
MJP Associates
Connecticut
$535K
OL
1438
OneFund LLC
Florida
$534K
IA
1439
Integrity Alliance
Iowa
$533K
AWG
1440
Altus Wealth Group
Colorado
$532K
QFA
1441
Quantum Financial Advisors
California
$531K
BCA
1442
Bay Colony Advisors
Massachusetts
$531K
WPA
1443
Wealth Preservation Advisors
Tennessee
$530K
MIC
1444
Means Investment Company
Maine
$523K
V
1445
ViaWealth
Kansas
$522K
LFM
1446
LGT Fund Management
Liechtenstein
$522K
PWM
1447
Proathlete Wealth Management
Florida
$522K
FCB
1448
First County Bank
Connecticut
$521K
KWM
1449
Kingsman Wealth Management
Florida
$519K
WBG
1450
Wharton Business Group
Pennsylvania
$518K