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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
CIM
1776
Cambria Investment Management
California
$282K
BSG
1777
Black Swift Group
Colorado
$282K
RA
1778
Rise Advisors
New York
$282K
FC
1779
Fusion Capital
South Carolina
$281K
WA
1780
WealthTrust Axiom
Pennsylvania
$281K
DIP
1781
Davis Investment Partners
North Carolina
$281K
KOC
1782
Koss-Olinger Consulting
Florida
$281K
CWA
1783
CM Wealth Advisors
Ohio
$281K
BO
1784
Bank OZK
Arkansas
$281K
SP
1785
Stonebrook Private
Michigan
$280K
SEP
1786
Southland Equity Partners
Missouri
$280K
DMBA
1787
Deseret Mutual Benefit Administrators
Utah
$279K
CCG
1788
Cypress Capital Group
Florida
$278K
RWM
1789
Reston Wealth Management
Virginia
$278K
MWM
1790
Massachusetts Wealth Management
Massachusetts
$278K
PWAM
1791
Private Wealth Asset Management
Iowa
$278K
WA
1792
WP Advisors
California
$278K
PPC
1793
Park Place Capital
Alabama
$277K
4WM
1794
49 Wealth Management
Texas
$277K
GFA
1795
Grunden Financial Advisory
Texas
$277K
MWM
1796
Maltin Wealth Management
New Jersey
$276K
PPWM
1797
Paragon Private Wealth Management
Kentucky
$276K
CCG
1798
Catalina Capital Group
California
$273K
LI
1799
LifeWealth Investments
Florida
$273K
WAM
1800
Weatherly Asset Management
California
$273K