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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
ACI
1451
Alpha Cubed Investments
California
$514K
CPC
1452
Congress Park Capital
New York
$513K
BMCM
1453
Bryn Mawr Capital Management
Pennsylvania
$513K
ESB
1454
Essex Savings Bank
Connecticut
$512K
SNWA
1455
Siligmueller & Norvid Wealth Advisors
Illinois
$511K
HBW
1456
Hazlett, Burt & Watson
West Virginia
$510K
MAC
1457
Mason & Associates (California)
California
$509K
OWP
1458
Obermeyer Wealth Partners
Colorado
$509K
PF
1459
Phoenix Financial
Israel
$505K
MPWS
1460
McCarter Private Wealth Services
Massachusetts
$504K
AA
1461
Argent Advisors
Louisiana
$503K
LBC
1462
Leigh Baldwin & Co
New York
$502K
EIP
1463
Easterly Investment Partners
Massachusetts
$501K
NGA
1464
Naples Global Advisors
Florida
$500K
RIA
1465
Richwood Investment Advisors
Ohio
$500K
AL
1466
Aspiriant LLC
California
$500K
HGA
1467
Hobbs Group Advisors
South Carolina
$496K
BWP
1468
Balboa Wealth Partners
Arizona
$496K
BFC
1469
Bedel Financial Consulting
Indiana
$496K
SC
1470
Sapient Capital
Indiana
$495K
SAG
1471
SageView Advisory Group
California
$494K
NWA
1472
Navis Wealth Advisors
New York
$493K
Hotchkis & Wiley Capital Management
1473
Hotchkis & Wiley Capital Management
California
$493K
WGC
1474
Watts Gwilliam & Co
Arizona
$491K
KA
1475
Kovack Advisors
Florida
$490K