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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
SWRP
1526
Summit Wealth & Retirement Planning
California
$445K
MCWA
1527
Meadow Creek Wealth Advisors
Georgia
$442K
TWM
1528
Tanager Wealth Management
United Kingdom
$442K
SH
1529
SLT Holdings
Arizona
$441K
RFP
1530
Root Financial Partners
California
$441K
IIM
1531
Ipswich Investment Management
Massachusetts
$441K
GC
1532
Grimes & Company
Massachusetts
$441K
CPBTD
1533
Central Pacific Bank - Trust Division
Hawaii
$440K
LIA
1534
LBMC Investment Advisors
Tennessee
$439K
SPWM
1535
Spartan Planning & Wealth Management
North Carolina
$436K
CCM
1536
Charter Capital Management
Wisconsin
$435K
EA
1537
Ellsworth Advisors
Ohio
$433K
BP
1538
Broadleaf Partners
Ohio
$432K
BOPW
1539
Brandywine Oak Private Wealth
Pennsylvania
$428K
OC
1540
Oakworth Capital
Alabama
$427K
AFC
1541
AFT Forsyth & Company
Florida
$427K
AWA
1542
Amplius Wealth Advisors
Pennsylvania
$426K
CP
1543
Castleview Partners
Texas
$426K
RA
1544
Rockingstone Advisors
Massachusetts
$426K
EFSCE
1545
Enterprise Financial Services Corp (EFSC)
Missouri
$426K
ACM
1546
Ashford Capital Management
Delaware
$424K
AT
1547
American Trust
Kentucky
$424K
UAG
1548
United Advisor Group
Ohio
$423K
MWPCG
1549
Measured Wealth Private Client Group
New Hampshire
$422K
PWM
1550
Pines Wealth Management
North Carolina
$422K