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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
WA
1776
WealthTrust Axiom
Pennsylvania
$281K
DIP
1777
Davis Investment Partners
North Carolina
$281K
KOC
1778
Koss-Olinger Consulting
Florida
$281K
CWA
1779
CM Wealth Advisors
Ohio
$281K
BO
1780
Bank OZK
Arkansas
$281K
SP
1781
Stonebrook Private
Michigan
$280K
SEP
1782
Southland Equity Partners
Missouri
$280K
DMBA
1783
Deseret Mutual Benefit Administrators
Utah
$279K
CCG
1784
Cypress Capital Group
Florida
$278K
RWM
1785
Reston Wealth Management
Virginia
$278K
MWM
1786
Massachusetts Wealth Management
Massachusetts
$278K
PWAM
1787
Private Wealth Asset Management
Iowa
$278K
WA
1788
WP Advisors
California
$278K
PPC
1789
Park Place Capital
Alabama
$277K
4WM
1790
49 Wealth Management
Texas
$277K
GFA
1791
Grunden Financial Advisory
Texas
$277K
MWM
1792
Maltin Wealth Management
New Jersey
$276K
PPWM
1793
Paragon Private Wealth Management
Kentucky
$276K
CCG
1794
Catalina Capital Group
California
$273K
LI
1795
LifeWealth Investments
Florida
$273K
WAM
1796
Weatherly Asset Management
California
$273K
CWMK
1797
Caliber Wealth Management (Kansas)
Kansas
$272K
CBT
1798
Central Bank & Trust
Kentucky
$272K
AWM
1799
Aries Wealth Management
Maine
$271K
BAM
1800
Brave Asset Management
New Jersey
$270K