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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
WP
1676
WealthShield Partners
North Carolina
$341K
BFA
1677
Beacon Financial Advisory
Ohio
$341K
EHC
1678
Everett Harris & Co
California
$339K
NCTC
1679
New Covenant Trust Company
Indiana
$338K
WRPWM
1680
Werba Rubin Papier Wealth Management
California
$337K
BWAM
1681
Boyd Watterson Asset Management
Ohio
$336K
TR
1682
Tepp RIA
New Jersey
$335K
NSAM
1683
North Star Asset Management
Wisconsin
$335K
MWM
1684
Manske Wealth Management
Texas
$334K
1IA
1685
1834 Investment Advisors
Wisconsin
$334K
SWM
1686
Silverlake Wealth Management
Vermont
$333K
PCA
1687
Purkiss Capital Advisors
Connecticut
$332K
GEA
1688
Glen Eagle Advisors
New Jersey
$332K
IRP
1689
Investment Research Partners
Pennsylvania
$331K
FBFS
1690
First Business Financial Services
Wisconsin
$331K
IP
1691
Investment Partners
Ohio
$329K
LWL
1692
Leo Wealth LLC
Texas
$329K
MWAM
1693
Manhattan West Asset Management
California
$329K
SWIM
1694
Smallwood Wealth Investment Management
New Jersey
$327K
PMG
1695
ProVise Management Group
Florida
$326K
AWA
1696
Alta Wealth Advisors
Massachusetts
$326K
ZAM
1697
Zevin Asset Management
Massachusetts
$323K
CWS
1698
Cypress Wealth Services
California
$323K
MAG
1699
Mayfair Advisory Group
Alabama
$322K
TWM
1700
TCFG Wealth Management
California
$322K