MS icon

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
NWA
1476
Navis Wealth Advisors
New York
$493K
Hotchkis & Wiley Capital Management
1477
Hotchkis & Wiley Capital Management
California
$493K
WGC
1478
Watts Gwilliam & Co
Arizona
$491K
KA
1479
Kovack Advisors
Florida
$490K
APP
1480
Avantax Planning Partners
Iowa
$489K
WA
1481
Waddell & Associates
Tennessee
$488K
FC
1482
Fulcrum Capital
Washington
$487K
SAM
1483
Shell Asset Management
Netherlands
$485K
SIM
1484
Sentry Investment Management
Wisconsin
$485K
OF
1485
Optimize Financial
California
$484K
MAM
1486
McLean Asset Management
Virginia
$483K
FFN
1487
Focus Financial Network
Minnesota
$481K
SWA
1488
SFMG Wealth Advisors
Texas
$480K
PWM
1489
Partners Wealth Management
California
$480K
CWM
1490
Castle Wealth Management
Florida
$479K
RPGK
1491
Retirement Planning Group (Kansas)
Kansas
$479K
OWA
1492
One Wealth Advisors
California
$479K
CWM
1493
Circle Wealth Management
New Jersey
$477K
SOAMC
1494
Spirit of America Management Corp
New York
$477K
SWM
1495
Steinberganna Wealth Management
New York
$477K
SI
1496
Severin Investments
Missouri
$475K
PCA
1497
Pallas Capital Advisors
Massachusetts
$475K
SWG
1498
Summit Wealth Group
Vermont
$475K
LSL
1499
Legacy Solutions LLC
Pennsylvania
$475K
EFG
1500
Ethos Financial Group
Pennsylvania
$475K