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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
WRPWM
1676
Werba Rubin Papier Wealth Management
California
$337K
BWAM
1677
Boyd Watterson Asset Management
Ohio
$336K
TR
1678
Tepp RIA
New Jersey
$335K
NSAM
1679
North Star Asset Management
Wisconsin
$335K
MWM
1680
Manske Wealth Management
Texas
$334K
1IA
1681
1834 Investment Advisors
Wisconsin
$334K
SWM
1682
Silverlake Wealth Management
Vermont
$333K
PCA
1683
Purkiss Capital Advisors
Connecticut
$332K
GEA
1684
Glen Eagle Advisors
New Jersey
$332K
IRPL
1685
Investment Research Partners LLC
Pennsylvania
$331K
FBFS
1686
First Business Financial Services
Wisconsin
$331K
IP
1687
Investment Partners
Ohio
$329K
LWL
1688
Leo Wealth LLC
Texas
$329K
MWAM
1689
Manhattan West Asset Management
California
$329K
SWIM
1690
Smallwood Wealth Investment Management
New Jersey
$327K
PMG
1691
ProVise Management Group
Florida
$326K
AWA
1692
Alta Wealth Advisors
Massachusetts
$326K
ZAM
1693
Zevin Asset Management
Massachusetts
$323K
CWS
1694
Cypress Wealth Services
California
$323K
MAG
1695
Mayfair Advisory Group
Alabama
$322K
TWM
1696
TCFG Wealth Management
California
$322K
FAM
1697
Flaharty Asset Management
Florida
$319K
JCM
1698
J2 Capital Management
Michigan
$319K
IFA
1699
Interactive Financial Advisors
Illinois
$318K
GHA
1700
Granite Harbor Advisors
Texas
$318K