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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
WPW
1701
Warther Private Wealth
Ohio
$318K
MIM
1702
Merrion Investment Management
New Jersey
$318K
IPAM
1703
Investment Partners Asset Management
New Jersey
$318K
EP
1704
Ehrenkranz Partners
New York
$318K
RCM
1705
RB Capital Management
Nevada
$318K
PRI
1706
Prepared Retirement Institute
Pennsylvania
$317K
KWMG
1707
King Wealth Management Group
Florida
$316K
WCM
1708
Wedge Capital Management
North Carolina
$316K
CS
1709
Capital Square
Tennessee
$316K
TA
1710
TruWealth Advisors
Louisiana
$316K
RPCA
1711
Running Point Capital Advisors
California
$315K
LFP
1712
Leeward Financial Partners
Washington
$314K
KWM
1713
Keebeck Wealth Management
Illinois
$313K
MCP
1714
Mirador Capital Partners
California
$313K
KBFS
1715
Kohmann Bosshard Financial Services
Ohio
$313K
OFO
1716
OneAscent Family Office
Alabama
$310K
CWA
1717
Consilio Wealth Advisors
Washington
$310K
AHL
1718
Abel Hall LLC
Louisiana
$310K
FM
1719
Family Management
New York
$310K
BL
1720
Balentine LLC
Georgia
$309K
RWM
1721
RKL Wealth Management
Pennsylvania
$309K
PWP
1722
Phillips Wealth Planners
Mississippi
$309K
LAM
1723
Lewis Asset Management
California
$307K
WFI
1724
West Family Investments
California
$307K
ML
1725
McAdam LLC
Pennsylvania
$306K