MS icon

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
HI
1501
Humankind Investments
New York
$468K
OAM
1502
Ostrum Asset Management
France
$467K
GSWM
1503
Golden State Wealth Management
California
$467K
ORC
1504
O'Rourke & Company
Massachusetts
$467K
FOA
1505
Five Oceans Advisors
California
$466K
EA
1506
Everpar Advisors
Oklahoma
$463K
CIC
1507
Crawford Investment Counsel
Georgia
$461K
KFI
1508
Key Financial Inc
Pennsylvania
$460K
CSB
1509
City State Bank
Iowa
$457K
AA
1510
Auxano Advisors
Washington
$457K
ARMT
1511
Amica Retiree Medical Trust
Rhode Island
$457K
APW
1512
Austin Private Wealth
Texas
$456K
PL
1513
Plancorp LLC
Missouri
$454K
AI
1514
Accredited Investors
Minnesota
$453K
MW
1515
MBL Wealth
North Carolina
$453K
GLF
1516
Groupe la Francaise
France
$452K
RWA
1517
River Wealth Advisors
Pennsylvania
$451K
TPA
1518
Trivium Point Advisory
Connecticut
$448K
AWS
1519
Aspen Wealth Strategies
Colorado
$448K
EW
1520
Elyxium Wealth
California
$447K
FFO
1521
Fiduciary Family Office
Florida
$447K
CM
1522
Cercano Management
Washington
$447K
FC
1523
Fairscale Capital
New Hampshire
$446K
GLLW
1524
Graves Light Lenhart Wealth
Virginia
$446K
FMTC
1525
Farmers & Merchants Trust Company
California
$446K