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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
AWM
1601
Ariadne Wealth Management
California
$389K
GCP
1602
GSA Capital Partners
United Kingdom
$388K
HWM
1603
Hemington Wealth Management
Virginia
$388K
FG
1604
Foster Group
Iowa
$387K
JCM
1605
Jacobsen Capital Management
Utah
$387K
DO
1606
denkapparat Operations
Germany
$386K
AF
1607
Apexium Financial
Texas
$386K
SCM
1608
Stevens Capital Management
Pennsylvania
$385K
BFA
1609
Beaumont Financial Advisors
Massachusetts
$385K
AIP
1610
Almanack Investment Partners
Pennsylvania
$384K
FCM
1611
Firestone Capital Management
Florida
$382K
VC
1612
Veracity Capital
Georgia
$381K
NG
1613
Novem Group
New York
$380K
GCM
1614
Goldstream Capital Management
Hong Kong
$378K
GWM
1615
Gitterman Wealth Management
New Jersey
$376K
QL
1616
Quarry LP
New York
$375K
TWM
1617
Tripletail Wealth Management
Florida
$375K
IGGA
1618
Iron Gate Global Advisors
Utah
$374K
DWG
1619
Darden Wealth Group
Michigan
$374K
FFA
1620
Fragasso Financial Advisors
Pennsylvania
$373K
MGIA
1621
Matthew Goff Investment Advisor
Texas
$372K
VST
1622
Van Strum & Towne
California
$372K
CT
1623
ClearAlpha Technologies
Connecticut
$371K
PWA
1624
Primoris Wealth Advisors
Florida
$371K
ANBT
1625
American National Bank & Trust
Texas
$371K