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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
BTWM
1576
Baker Tilly Wealth Management
Wisconsin
$403K
M
1577
MOTCO
Texas
$402K
FZCM
1578
Flynn Zito Capital Management
New York
$401K
NWWA
1579
New Wave Wealth Advisors
Arkansas
$401K
MWM
1580
Modern Wealth Management
Kansas
$401K
WAG
1581
Winthrop Advisory Group
Massachusetts
$399K
FFA
1582
Fi3 Financial Advisors
Indiana
$399K
GWANC
1583
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K
TWM
1584
Thrive Wealth Management
Pennsylvania
$398K
BW
1585
BXM Wealth
Colorado
$396K
S
1586
Sachetta
Massachusetts
$396K
UF
1587
Univest Financial
Pennsylvania
$395K
BWP
1588
Burling Wealth Partners
Illinois
$395K
ABC
1589
Associated Banc-Corp
Wisconsin
$395K
VNA
1590
Valley National Advisers
Pennsylvania
$395K
CA
1591
Cornerstone Advisory
Maryland
$394K
BFA
1592
Bragg Financial Advisors
North Carolina
$394K
JWM
1593
JGP Wealth Management
Oregon
$394K
EGWAG
1594
Elwood & Goetz Wealth Advisory Group
Georgia
$393K
DAM
1595
Doheny Asset Management
California
$393K
RCM
1596
Requisite Capital Management
Texas
$393K
CM
1597
Capula Management
Cayman Islands
$392K
SCI
1598
Silver Coast Investments
United States
$392K
HWM
1599
Horizon Wealth Management
Illinois
$391K
CPCM
1600
Cardinal Point Capital Management
Ontario, Canada
$390K