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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
AIM
1776
Athena Investment Management
California
$287K
FWA
1777
FSM Wealth Advisors
Ohio
$286K
VEA
1778
Virtus ETF Advisers
New York
$286K
RC
1779
Reik & Co
New York
$286K
NCM
1780
Neumann Capital Management
California
$286K
EW
1781
Entruity Wealth
California
$286K
AWA
1782
AGH Wealth Advisors
Kansas
$286K
LAM
1783
Longboard Asset Management
Arizona
$285K
HFP
1784
Holistic Financial Partners
Indiana
$283K
CPRC
1785
Consolidated Portfolio Review Corp
New York
$283K
CIM
1786
Cambria Investment Management
California
$282K
BSG
1787
Black Swift Group
Colorado
$282K
RA
1788
Rise Advisors
New York
$282K
FC
1789
Fusion Capital
South Carolina
$281K
WA
1790
WealthTrust Axiom
Pennsylvania
$281K
DIP
1791
Davis Investment Partners
North Carolina
$281K
KOC
1792
Koss-Olinger Consulting
Florida
$281K
CWA
1793
CM Wealth Advisors
Ohio
$281K
BO
1794
Bank OZK
Arkansas
$281K
SP
1795
Stonebrook Private
Michigan
$280K
SEP
1796
Southland Equity Partners
Missouri
$280K
DMBA
1797
Deseret Mutual Benefit Administrators
Utah
$279K
CCG
1798
Cypress Capital Group
Florida
$278K
RWM
1799
Reston Wealth Management
Virginia
$278K
MWM
1800
Massachusetts Wealth Management
Massachusetts
$278K