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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
TLFA
1626
True Link Financial Advisors
California
$368K
FAFN
1627
First Affirmative Financial Network
Colorado
$367K
AW
1628
Alteri Wealth
California
$366K
PWA
1629
Prairie Wealth Advisors
Nebraska
$366K
CPA
1630
Capital Performance Advisors
California
$365K
WA
1631
Wealth Alliance
New York
$364K
HDA
1632
Harold Davidson & Associates
California
$364K
GSIS
1633
Global Strategic Investment Solutions
Arizona
$362K
WG
1634
Welch Group
Alabama
$362K
GF
1635
Gries Financial
Ohio
$362K
ONST
1636
Old North State Trust
North Carolina
$361K
ACM
1637
Aster Capital Management
United Arab Emirates
$361K
BFG
1638
Bouchey Financial Group
New York
$361K
WCM
1639
Weaver Capital Management
Georgia
$360K
NAM
1640
NTV Asset Management
West Virginia
$357K
VFG
1641
Victory Financial Group
Texas
$357K
LGG
1642
Luts & Greenleigh Group
Maryland
$357K
MA
1643
Maxele Advisors
Missouri
$357K
WGAM
1644
Wilkinson Global Asset Management
New York
$354K
MHWM
1645
Montz Harcus Wealth Management
Louisiana
$353K
RP
1646
Riverwater Partners
Wisconsin
$353K
ET
1647
Equitable Trust
Tennessee
$351K
CA
1648
Crewe Advisors
Utah
$351K
WDG
1649
Wealth Dimensions Group
Ohio
$350K
AMBIA
1650
Allen Mooney & Barnes Investment Advisors
Georgia
$350K