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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
PWP
1826
Precedent Wealth Partners
Texas
$263K
HPM
1827
Hoxton Planning & Management
West Virginia
$262K
FWI
1828
Facet Wealth Inc
Maryland
$262K
FA
1829
FDx Advisors
Illinois
$261K
AAG
1830
Armstrong Advisory Group
Massachusetts
$260K
GKWIM
1831
Gerber Kawasaki Wealth & Investment Management
California
$260K
GGI
1832
Godsey & Gibb Inc
Virginia
$258K
SFB
1833
STAR Financial Bank
Indiana
$257K
LWM
1834
LJI Wealth Management
Indiana
$256K
CW
1835
Channel Wealth
California
$255K
EBSAM
1836
Eubel Brady & Suttman Asset Management
Ohio
$255K
MTWM
1837
Masso Torrence Wealth Management
New Jersey
$254K
CAS
1838
CTC Alternative Strategies
Illinois
$254K
MFS
1839
McNamara Financial Services
Massachusetts
$254K
GPFA
1840
Game Plan Financial Advisors
Ohio
$254K
OCM
1841
Objective Capital Management
Ohio
$254K
FCA
1842
FLC Capital Advisors
California
$254K
FWP
1843
Fiduciary Wealth Partners
Massachusetts
$252K
WTB
1844
Washington Trust Bank
Washington
$250K
FNC
1845
First National Corp
Massachusetts
$250K
SSC
1846
Syverson Strege & Co
Iowa
$250K
TFM
1847
TFC Financial Management
Massachusetts
$250K
BBW
1848
Blue Barn Wealth
Utah
$249K
EL
1849
EWA LLC
Pennsylvania
$249K
HL
1850
HeadInvest LLC
Maine
$249K