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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
CCA
1826
Carrera Capital Advisors
Michigan
$266K
RWM
1827
Riverbend Wealth Management
South Carolina
$266K
CWM
1828
Centurion Wealth Management
Virginia
$265K
RPWA
1829
Regent Peak Wealth Advisors
Georgia
$265K
NCM
1830
Noesis Capital Mangement
Florida
$265K
SAM
1831
Secure Asset Management
Michigan
$265K
SPWM
1832
Schrum Private Wealth Management
Florida
$265K
HCWM
1833
Hidden Cove Wealth Management
Washington
$264K
BFO
1834
Biltmore Family Office
North Carolina
$264K
WP
1835
Westmount Partners
California
$264K
WHG
1836
Westwood Holdings Group
Texas
$263K
PSCM
1837
Per Stirling Capital Management
Texas
$263K
MGWM
1838
Marks Group Wealth Management
Minnesota
$263K
JIP
1839
Jaffetilchin Investment Partners
Florida
$263K
PWP
1840
Precedent Wealth Partners
Texas
$263K
HPM
1841
Hoxton Planning & Management
West Virginia
$262K
FWI
1842
Facet Wealth Inc
Maryland
$262K
FA
1843
FDx Advisors
Illinois
$261K
AAG
1844
Armstrong Advisory Group
Massachusetts
$260K
GKWIM
1845
Gerber Kawasaki Wealth & Investment Management
California
$260K
GGI
1846
Godsey & Gibb Inc
Virginia
$258K
SFB
1847
STAR Financial Bank
Indiana
$257K
SGFG
1848
Silver Grove Financial Group
New York
$257K
LWM
1849
LJI Wealth Management
Indiana
$256K
CW
1850
Channel Wealth
California
$255K