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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
JCM
1601
Jacobsen Capital Management
Utah
$387K
DO
1602
denkapparat Operations
Germany
$386K
AF
1603
Apexium Financial
Texas
$386K
SCM
1604
Stevens Capital Management
Pennsylvania
$385K
BFA
1605
Beaumont Financial Advisors
Massachusetts
$385K
AIP
1606
Almanack Investment Partners
Pennsylvania
$384K
FCM
1607
Firestone Capital Management
Florida
$382K
VC
1608
Veracity Capital
Georgia
$381K
NG
1609
Novem Group
New York
$380K
GCM
1610
Goldstream Capital Management
Hong Kong
$378K
GWM
1611
Gitterman Wealth Management
New Jersey
$376K
QL
1612
Quarry LP
New York
$375K
TWM
1613
Tripletail Wealth Management
Florida
$375K
IGGA
1614
Iron Gate Global Advisors
Utah
$374K
DWG
1615
Darden Wealth Group
Michigan
$374K
FFA
1616
Fragasso Financial Advisors
Pennsylvania
$373K
MGIA
1617
Matthew Goff Investment Advisor
Texas
$372K
VST
1618
Van Strum & Towne
California
$372K
CT
1619
ClearAlpha Technologies
Connecticut
$371K
PWA
1620
Primoris Wealth Advisors
Florida
$371K
ANBT
1621
American National Bank & Trust
Texas
$371K
QC
1622
Quantessence Capital
New York
$370K
NDSI
1623
Newman Dignan & Sheerar Inc
Rhode Island
$370K
KFS
1624
Kaizen Financial Strategies
California
$369K
SFC
1625
Strategic Financial Concepts
Texas
$368K