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Morgan Stanley

2,246 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 879 increasing their positions, 812 reducing their positions, and 108 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: 879 | Existing positions reduced: 812

0.85% less ownership

Funds ownership: 84.31%83.45% (-0.85%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,246
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
ACC
1751
Acorn Creek Capital
Colorado
$299K
CC
1752
Chicago Capital
Illinois
$298K
OPCM
1753
Osborne Partners Capital Management
California
$298K
BHIA
1754
Birch Hill Investment Advisors
Massachusetts
$297K
S
1755
Sunpointe
Missouri
$297K
HFS
1756
Hantz Financial Services
Michigan
$297K
TWP
1757
Tyche Wealth Partners
Texas
$296K
GIM
1758
Gold Investment Management
Alberta, Canada
$295K
FFC
1759
Frederick Financial Consultants
Maryland
$294K
LAM
1760
Lifestyle Asset Management
Texas
$294K
BWM
1761
BKM Wealth Management
Wisconsin
$294K
FFA
1762
Florida Financial Advisors
Florida
$293K
LWM
1763
LeConte Wealth Management
Tennessee
$293K
BWM
1764
BlackDiamond Wealth Management
New York
$292K
CAM
1765
Cozad Asset Management
Illinois
$291K
CIC
1766
Carnegie Investment Counsel
Ohio
$291K
TCMP
1767
Thrive Capital Management (Pennsylvania)
Pennsylvania
$291K
WIM
1768
Warwick Investment Management
Texas
$291K
PK
1769
Pflug Koory
Nebraska
$290K
AI
1770
Auour Investments
Massachusetts
$289K
SFG
1771
Sterling Financial Group
California
$289K
RWP
1772
Revolve Wealth Partners
New Jersey
$289K
DOA
1773
D'Orazio & Associates
Virginia
$288K
RFM
1774
Royal Fund Management
Florida
$288K
RAM
1775
Riggs Asset Management
Pennsylvania
$287K