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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
LAM
1751
Lifestyle Asset Management
Texas
$294K
BWM
1752
BKM Wealth Management
Wisconsin
$294K
FFA
1753
Florida Financial Advisors
Florida
$293K
LWM
1754
LeConte Wealth Management
Tennessee
$293K
BWM
1755
BlackDiamond Wealth Management
New York
$292K
CAM
1756
Cozad Asset Management
Illinois
$291K
CIC
1757
Carnegie Investment Counsel
Ohio
$291K
TCMP
1758
Thrive Capital Management (Pennsylvania)
Pennsylvania
$291K
WIM
1759
Warwick Investment Management
Texas
$291K
PK
1760
Pflug Koory
Nebraska
$290K
AI
1761
Auour Investments
Massachusetts
$289K
SFG
1762
Sterling Financial Group
California
$289K
RWP
1763
Revolve Wealth Partners
New Jersey
$289K
DOA
1764
D'Orazio & Associates
Virginia
$288K
RFM
1765
Royal Fund Management
Florida
$288K
RAM
1766
Riggs Asset Management
Pennsylvania
$287K
AIM
1767
Athena Investment Management
California
$287K
FWA
1768
FSM Wealth Advisors
Ohio
$286K
NCM
1769
Neumann Capital Management
California
$286K
EW
1770
Entruity Wealth
California
$286K
RC
1771
Reik & Co
New York
$286K
AWA
1772
AGH Wealth Advisors
Kansas
$286K
LAM
1773
Longboard Asset Management
Arizona
$285K
HFP
1774
Holistic Financial Partners
Indiana
$283K
CPRC
1775
Consolidated Portfolio Review Corp
New York
$283K