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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
FAM
1701
Flaharty Asset Management
Florida
$319K
JCM
1702
J2 Capital Management
Michigan
$319K
IFA
1703
Interactive Financial Advisors
Illinois
$318K
GHA
1704
Granite Harbor Advisors
Texas
$318K
WPW
1705
Warther Private Wealth
Ohio
$318K
IPAM
1706
Investment Partners Asset Management
New Jersey
$318K
MIM
1707
Merrion Investment Management
New Jersey
$318K
EP
1708
Ehrenkranz Partners
New York
$318K
RCM
1709
RB Capital Management
Nevada
$318K
PRI
1710
Prepared Retirement Institute
Pennsylvania
$317K
KWMG
1711
King Wealth Management Group
Florida
$316K
WCM
1712
Wedge Capital Management
North Carolina
$316K
CS
1713
Capital Square
Tennessee
$316K
TA
1714
TruWealth Advisors
Louisiana
$316K
RPCA
1715
Running Point Capital Advisors
California
$315K
LFP
1716
Leeward Financial Partners
Washington
$314K
KWM
1717
Keebeck Wealth Management
Illinois
$313K
MCP
1718
Mirador Capital Partners
California
$313K
KBFS
1719
Kohmann Bosshard Financial Services
Ohio
$313K
OFO
1720
OneAscent Family Office
Alabama
$310K
CWA
1721
Consilio Wealth Advisors
Washington
$310K
AHL
1722
Abel Hall LLC
Louisiana
$310K
FM
1723
Family Management
New York
$310K
BL
1724
Balentine LLC
Georgia
$309K
RWM
1725
RKL Wealth Management
Pennsylvania
$309K