MS icon

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
BWM
1751
BlackDiamond Wealth Management
New York
$292K
CAM
1752
Cozad Asset Management
Illinois
$291K
CIC
1753
Carnegie Investment Counsel
Ohio
$291K
TCMP
1754
Thrive Capital Management (Pennsylvania)
Pennsylvania
$291K
WIM
1755
Warwick Investment Management
Texas
$291K
PK
1756
Pflug Koory
Nebraska
$290K
AI
1757
Auour Investments
Massachusetts
$289K
SFG
1758
Sterling Financial Group
California
$289K
RWP
1759
Revolve Wealth Partners
New Jersey
$289K
DOA
1760
D'Orazio & Associates
Virginia
$288K
RFM
1761
Royal Fund Management
Florida
$288K
RAM
1762
Riggs Asset Management
Pennsylvania
$287K
AIM
1763
Athena Investment Management
California
$287K
FWA
1764
FSM Wealth Advisors
Ohio
$286K
EW
1765
Entruity Wealth
California
$286K
NCM
1766
Neumann Capital Management
California
$286K
RC
1767
Reik & Co
New York
$286K
AWA
1768
AGH Wealth Advisors
Kansas
$286K
LAM
1769
Longboard Asset Management
Arizona
$285K
HFP
1770
Holistic Financial Partners
Indiana
$283K
CPRC
1771
Consolidated Portfolio Review Corp
New York
$283K
CIM
1772
Cambria Investment Management
California
$282K
BSG
1773
Black Swift Group
Colorado
$282K
RA
1774
Rise Advisors
New York
$282K
FC
1775
Fusion Capital
South Carolina
$281K