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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
IHL
1801
Investment House LLC
California
$270K
KFGK
1802
Keystone Financial Group (Kentucky)
Kentucky
$270K
GSIAS
1803
Garden State Investment Advisory Services
New Jersey
$270K
RPSA
1804
Richard P. Slaughter Associates
Texas
$270K
RTC
1805
Real Talk Capital
Tennessee
$269K
KIG
1806
Kennedy Investment Group
New Jersey
$269K
CG
1807
CFO4Life Group
Texas
$268K
WCFA
1808
Walkner Condon Financial Advisors
Wisconsin
$268K
PHS
1809
Pekin Hardy Strauss
Illinois
$268K
SPC
1810
Spirepoint Private Client
Florida
$268K
OWP
1811
ORG Wealth Partners
Texas
$267K
CCA
1812
Carrera Capital Advisors
Michigan
$266K
RWM
1813
Riverbend Wealth Management
South Carolina
$266K
CWM
1814
Centurion Wealth Management
Virginia
$265K
RPWA
1815
Regent Peak Wealth Advisors
Georgia
$265K
NCM
1816
Noesis Capital Mangement
Florida
$265K
SAM
1817
Secure Asset Management
Michigan
$265K
SPWM
1818
Schrum Private Wealth Management
Florida
$265K
HCWM
1819
Hidden Cove Wealth Management
Washington
$264K
BFO
1820
Biltmore Family Office
North Carolina
$264K
WP
1821
Westmount Partners
California
$264K
WHG
1822
Westwood Holdings Group
Texas
$263K
PSCM
1823
Per Stirling Capital Management
Texas
$263K
MGWM
1824
Marks Group Wealth Management
Minnesota
$263K
JIP
1825
Jaffetilchin Investment Partners
Florida
$263K