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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
ET
1651
Equitable Trust
Tennessee
$351K
CA
1652
Crewe Advisors
Utah
$351K
WDG
1653
Wealth Dimensions Group
Ohio
$350K
AMBIA
1654
Allen Mooney & Barnes Investment Advisors
Georgia
$350K
GIM
1655
Groesbeck Investment Management
New Jersey
$350K
IPW
1656
Intergy Private Wealth
Colorado
$349K
BBPWM
1657
Blue Bell Private Wealth Management
Pennsylvania
$349K
ES
1658
Eagle Strategies
New York
$349K
BI
1659
Binnacle Investments
Iowa
$349K
BSSFA
1660
Baron Silver Stevens Financial Advisors
Florida
$348K
CB
1661
Cadence Bank
Mississippi
$347K
LA
1662
Legacy Advisors
Pennsylvania
$347K
CFA
1663
CWS Financial Advisors
Michigan
$347K
EP
1664
Edgestream Partners
New Jersey
$346K
QFW
1665
QTR Family Wealth
Florida
$345K
BSB
1666
Bangor Savings Bank
Maine
$344K
MFG
1667
Mosaic Financial Group
Illinois
$344K
BF
1668
Brucke Financial
Indiana
$344K
SB
1669
Sunflower Bank
Texas
$344K
WCWM
1670
Willow Creek Wealth Management
California
$343K
CAL
1671
Capital Advisors Ltd
Ohio
$342K
AIC
1672
Argus Investors Counsel
New York
$342K
PCP
1673
Proficio Capital Partners
Massachusetts
$341K
CWA
1674
Canvas Wealth Advisors
Kansas
$341K
MIM
1675
Macroview Investment Management
Maryland
$341K