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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
GD
1451
Grandfield & Dodd
New York
$516K
GPA
1452
Guerra Pan Advisors
New Jersey
$515K
DE
1453
Diversified Enterprises
Delaware
$515K
PFWA
1454
Paces Ferry Wealth Advisors
Georgia
$515K
ACI
1455
Alpha Cubed Investments
California
$514K
CPC
1456
Congress Park Capital
New York
$513K
BMCM
1457
Bryn Mawr Capital Management
Pennsylvania
$513K
ESB
1458
Essex Savings Bank
Connecticut
$512K
SNWA
1459
Siligmueller & Norvid Wealth Advisors
Illinois
$511K
HBW
1460
Hazlett, Burt & Watson
West Virginia
$510K
MAC
1461
Mason & Associates (California)
California
$509K
OWP
1462
Obermeyer Wealth Partners
Colorado
$509K
PF
1463
Phoenix Financial
Israel
$505K
MPWS
1464
McCarter Private Wealth Services
Massachusetts
$504K
AA
1465
Argent Advisors
Louisiana
$503K
LBC
1466
Leigh Baldwin & Co
New York
$502K
EIP
1467
Easterly Investment Partners
Massachusetts
$501K
NGA
1468
Naples Global Advisors
Florida
$500K
RIA
1469
Richwood Investment Advisors
Ohio
$500K
AL
1470
Aspiriant LLC
California
$500K
HGA
1471
Hobbs Group Advisors
South Carolina
$496K
BWP
1472
Balboa Wealth Partners
Arizona
$496K
BFC
1473
Bedel Financial Consulting
Indiana
$496K
SC
1474
Sapient Capital
Indiana
$495K
SAG
1475
SageView Advisory Group
California
$494K