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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
NRS
1726
Neville Rodie & Shaw
New York
$306K
GIM
1727
Goelzer Investment Management
Indiana
$305K
WMA
1728
Wealth Management Associates
New Jersey
$305K
KCM
1729
Kanawha Capital Management
Virginia
$304K
LC
1730
LCNB Corp
Ohio
$302K
PFM
1731
Patton Fund Management
Texas
$302K
GAM
1732
Gemmer Asset Management
California
$302K
NSB
1733
Norway Savings Bank
Maine
$301K
GPWM
1734
Grant Private Wealth Management
California
$301K
JC
1735
JB Capital
Connecticut
$300K
PHAM
1736
Palisades Hudson Asset Management
Florida
$299K
LCWP
1737
Legacy Capital Wealth Partners
Arkansas
$299K
ACC
1738
Acorn Creek Capital
Colorado
$299K
CC
1739
Chicago Capital
Illinois
$298K
OPCM
1740
Osborne Partners Capital Management
California
$298K
BHIA
1741
Birch Hill Investment Advisors
Massachusetts
$297K
S
1742
Sunpointe
Missouri
$297K
HFS
1743
Hantz Financial Services
Michigan
$297K
TWP
1744
Tyche Wealth Partners
Texas
$296K
GIM
1745
Gold Investment Management
Alberta, Canada
$295K
FFC
1746
Frederick Financial Consultants
Maryland
$294K
LAM
1747
Lifestyle Asset Management
Texas
$294K
BWM
1748
BKM Wealth Management
Wisconsin
$294K
FFA
1749
Florida Financial Advisors
Florida
$293K
LWM
1750
LeConte Wealth Management
Tennessee
$293K