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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
AT
1551
American Trust
Kentucky
$424K
UAG
1552
United Advisor Group
Ohio
$423K
MWPCG
1553
Measured Wealth Private Client Group
New Hampshire
$422K
PWM
1554
Pines Wealth Management
North Carolina
$422K
SCP
1555
Sivia Capital Partners
California
$419K
CCFM
1556
Clear Creek Financial Management
Washington
$416K
CNB
1557
Camden National Bank
Maine
$414K
CPW
1558
Cove Private Wealth
New York
$414K
FG
1559
Fiduciary Group
Georgia
$414K
FSA
1560
Financial Security Advisor
Virginia
$413K
BCP
1561
Berkeley Capital Partners
Georgia
$412K
HWMG
1562
Hurlow Wealth Management Group
Indiana
$412K
LIG
1563
Lokken Investment Group
Delaware
$412K
OCM
1564
Osterweis Capital Management
California
$411K
SIC
1565
Samalin Investment Counsel
New York
$410K
BBA
1566
BLB&B Advisors
Pennsylvania
$409K
IWA
1567
IVC Wealth Advisors
Pennsylvania
$408K
BAS
1568
Breakthru Advisory Services
Wisconsin
$407K
GH
1569
GAM Holding
Switzerland
$406K
VFA
1570
Voya Financial Advisors
Connecticut
$406K
SFI
1571
SPC Financial Inc
Maryland
$405K
BOM
1572
Bank of Marin
California
$405K
SP
1573
SIH Partners
Delaware
$405K
WAG
1574
Wallace Advisory Group
California
$405K
OFS
1575
Orrstown Financial Services
Pennsylvania
$403K