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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
GIM
1651
Groesbeck Investment Management
New Jersey
$350K
IPW
1652
Intergy Private Wealth
Colorado
$349K
BBPWM
1653
Blue Bell Private Wealth Management
Pennsylvania
$349K
ES
1654
Eagle Strategies
New York
$349K
BI
1655
Binnacle Investments
Iowa
$349K
BSSFA
1656
Baron Silver Stevens Financial Advisors
Florida
$348K
CB
1657
Cadence Bank
Mississippi
$347K
LA
1658
Legacy Advisors
Pennsylvania
$347K
CFA
1659
CWS Financial Advisors
Michigan
$347K
EP
1660
Edgestream Partners
New Jersey
$346K
QFW
1661
QTR Family Wealth
Florida
$345K
BSB
1662
Bangor Savings Bank
Maine
$344K
MFG
1663
Mosaic Financial Group
Illinois
$344K
BF
1664
Brucke Financial
Indiana
$344K
SB
1665
Sunflower Bank
Texas
$344K
WCWM
1666
Willow Creek Wealth Management
California
$343K
CAL
1667
Capital Advisors Ltd
Ohio
$342K
AIC
1668
Argus Investors Counsel
New York
$342K
PCP
1669
Proficio Capital Partners
Massachusetts
$341K
CWA
1670
Canvas Wealth Advisors
Kansas
$341K
MIM
1671
Macroview Investment Management
Maryland
$341K
WP
1672
WealthShield Partners
North Carolina
$341K
BFA
1673
Beacon Financial Advisory
Ohio
$341K
EHC
1674
Everett Harris & Co
California
$339K
NCTC
1675
New Covenant Trust Company
Indiana
$338K