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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
APP
1476
Avantax Planning Partners
Iowa
$489K
WA
1477
Waddell & Associates
Tennessee
$488K
FC
1478
Fulcrum Capital
Washington
$487K
SAM
1479
Shell Asset Management
Netherlands
$485K
SIM
1480
Sentry Investment Management
Wisconsin
$485K
OF
1481
Optimize Financial
California
$484K
MAM
1482
McLean Asset Management
Virginia
$483K
FFN
1483
Focus Financial Network
Minnesota
$481K
SWA
1484
SFMG Wealth Advisors
Texas
$480K
PWM
1485
Partners Wealth Management
California
$480K
CWM
1486
Castle Wealth Management
Florida
$479K
RPGK
1487
Retirement Planning Group (Kansas)
Kansas
$479K
OWA
1488
One Wealth Advisors
California
$479K
CWM
1489
Circle Wealth Management
New Jersey
$477K
SOAMC
1490
Spirit of America Management Corp
New York
$477K
SWM
1491
Steinberganna Wealth Management
New York
$477K
SIL
1492
Severin Investments, LLC
Missouri
$475K
PCA
1493
Pallas Capital Advisors
Massachusetts
$475K
SWG
1494
Summit Wealth Group
Vermont
$475K
LSL
1495
Legacy Solutions LLC
Pennsylvania
$475K
EFG
1496
Ethos Financial Group
Pennsylvania
$475K
TA
1497
Tactive Advisors
Florida
$474K
PWP
1498
Perfromance Wealth Partners
Illinois
$473K
BFC
1499
Blue Fin Capital
Rhode Island
$471K
FFA
1500
Founders Financial Alliance
North Carolina
$469K