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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
CWMK
1801
Caliber Wealth Management (Kansas)
Kansas
$272K
CBT
1802
Central Bank & Trust
Kentucky
$272K
AWM
1803
Aries Wealth Management
Maine
$271K
BAM
1804
Brave Asset Management
New Jersey
$270K
IHL
1805
Investment House LLC
California
$270K
KFGK
1806
Keystone Financial Group (Kentucky)
Kentucky
$270K
GSIAS
1807
Garden State Investment Advisory Services
New Jersey
$270K
RPSA
1808
Richard P. Slaughter Associates
Texas
$270K
RTC
1809
Real Talk Capital
Tennessee
$269K
KIG
1810
Kennedy Investment Group
New Jersey
$269K
CG
1811
CFO4Life Group
Texas
$268K
WCFA
1812
Walkner Condon Financial Advisors
Wisconsin
$268K
PHS
1813
Pekin Hardy Strauss
Illinois
$268K
SPC
1814
Spirepoint Private Client
Florida
$268K
OWP
1815
ORG Wealth Partners
Texas
$267K
CCA
1816
Carrera Capital Advisors
Michigan
$266K
RWM
1817
Riverbend Wealth Management
South Carolina
$266K
CWM
1818
Centurion Wealth Management
Virginia
$265K
RPWA
1819
Regent Peak Wealth Advisors
Georgia
$265K
NCM
1820
Noesis Capital Mangement
Florida
$265K
SAM
1821
Secure Asset Management
Michigan
$265K
SPWM
1822
Schrum Private Wealth Management
Florida
$265K
HCWM
1823
Hidden Cove Wealth Management
Washington
$264K
BFO
1824
Biltmore Family Office
North Carolina
$264K
WP
1825
Westmount Partners
California
$264K