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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
SCP
1551
Sivia Capital Partners
California
$419K
CCFM
1552
Clear Creek Financial Management
Washington
$416K
CNB
1553
Camden National Bank
Maine
$414K
CPW
1554
Cove Private Wealth
New York
$414K
FG
1555
Fiduciary Group
Georgia
$414K
FSA
1556
Financial Security Advisor
Virginia
$413K
BCP
1557
Berkeley Capital Partners
Georgia
$412K
HWMG
1558
Hurlow Wealth Management Group
Indiana
$412K
LIG
1559
Lokken Investment Group
Delaware
$412K
OCM
1560
Osterweis Capital Management
California
$411K
SIC
1561
Samalin Investment Counsel
New York
$410K
BBA
1562
BLB&B Advisors
Pennsylvania
$409K
IWA
1563
IVC Wealth Advisors
Pennsylvania
$408K
BAS
1564
Breakthru Advisory Services
Wisconsin
$407K
GH
1565
GAM Holding
Switzerland
$406K
VFA
1566
Voya Financial Advisors
Connecticut
$406K
SFI
1567
SPC Financial Inc
Maryland
$405K
BOM
1568
Bank of Marin
California
$405K
SP
1569
SIH Partners
Delaware
$405K
WAG
1570
Wallace Advisory Group
California
$405K
OFS
1571
Orrstown Financial Services
Pennsylvania
$403K
BTWM
1572
Baker Tilly Wealth Management
Wisconsin
$403K
M
1573
MOTCO
Texas
$402K
FZCM
1574
Flynn Zito Capital Management
New York
$401K
NWWA
1575
New Wave Wealth Advisors
Arkansas
$401K