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
CM
1526
Cercano Management
Washington
$447K
FC
1527
Fairscale Capital
New Hampshire
$446K
GLLW
1528
Graves Light Lenhart Wealth
Virginia
$446K
FMTC
1529
Farmers & Merchants Trust Company
California
$446K
SWRP
1530
Summit Wealth & Retirement Planning
California
$445K
MCWA
1531
Meadow Creek Wealth Advisors
Georgia
$442K
TWM
1532
Tanager Wealth Management
United Kingdom
$442K
SH
1533
SLT Holdings
Arizona
$441K
RFP
1534
Root Financial Partners
California
$441K
IIM
1535
Ipswich Investment Management
Massachusetts
$441K
GC
1536
Grimes & Company
Massachusetts
$441K
CPBTD
1537
Central Pacific Bank - Trust Division
Hawaii
$440K
LIA
1538
LBMC Investment Advisors
Tennessee
$439K
SPWM
1539
Spartan Planning & Wealth Management
North Carolina
$436K
CCM
1540
Charter Capital Management
Wisconsin
$435K
EA
1541
Ellsworth Advisors
Ohio
$433K
BP
1542
Broadleaf Partners
Ohio
$432K
BOPW
1543
Brandywine Oak Private Wealth
Pennsylvania
$428K
OC
1544
Oakworth Capital
Alabama
$427K
AFC
1545
AFT Forsyth & Company
Florida
$427K
AWA
1546
Amplius Wealth Advisors
Pennsylvania
$426K
CP
1547
Castleview Partners
Texas
$426K
RA
1548
Rockingstone Advisors
Massachusetts
$426K
EFSCE
1549
Enterprise Financial Services Corp (EFSC)
Missouri
$426K
ACM
1550
Ashford Capital Management
Delaware
$424K