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