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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
PWP
1726
Phillips Wealth Planners
Mississippi
$309K
LAM
1727
Lewis Asset Management
California
$307K
WFI
1728
West Family Investments
California
$307K
ML
1729
McAdam LLC
Pennsylvania
$306K
NRS
1730
Neville Rodie & Shaw
New York
$306K
GIM
1731
Goelzer Investment Management
Indiana
$305K
WMA
1732
Wealth Management Associates
New Jersey
$305K
KCM
1733
Kanawha Capital Management
Virginia
$304K
LC
1734
LCNB Corp
Ohio
$302K
PFM
1735
Patton Fund Management
Texas
$302K
GAM
1736
Gemmer Asset Management
California
$302K
NSB
1737
Norway Savings Bank
Maine
$301K
GPWM
1738
Grant Private Wealth Management
California
$301K
JC
1739
JB Capital
Connecticut
$300K
PHAM
1740
Palisades Hudson Asset Management
Florida
$299K
LCWP
1741
Legacy Capital Wealth Partners
Arkansas
$299K
ACC
1742
Acorn Creek Capital
Colorado
$299K
CC
1743
Chicago Capital
Illinois
$298K
OPCM
1744
Osborne Partners Capital Management
California
$298K
BHIA
1745
Birch Hill Investment Advisors
Massachusetts
$297K
S
1746
Sunpointe
Missouri
$297K
HFS
1747
Hantz Financial Services
Michigan
$297K
TWP
1748
Tyche Wealth Partners
Texas
$296K
GIM
1749
Gold Investment Management
Alberta, Canada
$295K
FFC
1750
Frederick Financial Consultants
Maryland
$294K