MS icon

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
QC
1626
Quantessence Capital
New York
$370K
NDSI
1627
Newman Dignan & Sheerar Inc
Rhode Island
$370K
KFS
1628
Kaizen Financial Strategies
California
$369K
SFC
1629
Strategic Financial Concepts
Texas
$368K
TLFA
1630
True Link Financial Advisors
California
$368K
FAFN
1631
First Affirmative Financial Network
Colorado
$367K
AW
1632
Alteri Wealth
California
$366K
PWA
1633
Prairie Wealth Advisors
Nebraska
$366K
CPA
1634
Capital Performance Advisors
California
$365K
WA
1635
Wealth Alliance
New York
$364K
HDA
1636
Harold Davidson & Associates
California
$364K
GSIS
1637
Global Strategic Investment Solutions
Arizona
$362K
WG
1638
Welch Group
Alabama
$362K
GF
1639
Gries Financial
Ohio
$362K
ONST
1640
Old North State Trust
North Carolina
$361K
ACM
1641
Aster Capital Management
United Arab Emirates
$361K
BFG
1642
Bouchey Financial Group
New York
$361K
WCM
1643
Weaver Capital Management
Georgia
$360K
NAM
1644
NTV Asset Management
West Virginia
$357K
VFG
1645
Victory Financial Group
Texas
$357K
LGG
1646
Luts & Greenleigh Group
Maryland
$357K
MA
1647
Maxele Advisors
Missouri
$357K
WGAM
1648
Wilkinson Global Asset Management
New York
$354K
MHWM
1649
Montz Harcus Wealth Management
Louisiana
$353K
RP
1650
Riverwater Partners
Wisconsin
$353K