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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
TA
1501
Tactive Advisors
Florida
$474K
PWP
1502
Perfromance Wealth Partners
Illinois
$473K
BFC
1503
Blue Fin Capital
Rhode Island
$471K
FFA
1504
Founders Financial Alliance
North Carolina
$469K
HI
1505
Humankind Investments
New York
$468K
OAM
1506
Ostrum Asset Management
France
$467K
GSWM
1507
Golden State Wealth Management
California
$467K
ORC
1508
O'Rourke & Company
Massachusetts
$467K
FOA
1509
Five Oceans Advisors
California
$466K
EA
1510
Everpar Advisors
Oklahoma
$463K
CIC
1511
Crawford Investment Counsel
Georgia
$461K
KFI
1512
Key Financial Inc
Pennsylvania
$460K
CSB
1513
City State Bank
Iowa
$457K
AA
1514
Auxano Advisors
Washington
$457K
ARMT
1515
Amica Retiree Medical Trust
Rhode Island
$457K
APW
1516
Austin Private Wealth
Texas
$456K
PL
1517
Plancorp LLC
Missouri
$454K
AI
1518
Accredited Investors
Minnesota
$453K
MW
1519
MBL Wealth
North Carolina
$453K
GLF
1520
Groupe la Francaise
France
$452K
RWA
1521
River Wealth Advisors
Pennsylvania
$451K
TPA
1522
Trivium Point Advisory
Connecticut
$448K
AWS
1523
Aspen Wealth Strategies
Colorado
$448K
EW
1524
Elyxium Wealth
California
$447K
FFO
1525
Fiduciary Family Office
Florida
$447K