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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
HFM
1851
Harvest Fund Management
China
$249K
NQWM
1852
Northwest Quadrant Wealth Management
Oregon
$248K
VFG
1853
Valley Financial Group
Pennsylvania
$248K
REMPR
1854
Roof Eidam Maycock Peralta (REMP)
California
$248K
TAM
1855
Titleist Asset Management
Texas
$246K
LC
1856
Landaas & Company
Wisconsin
$246K
LWM
1857
Liberty Wealth Management
California
$246K
FC
1858
Financial Council
Maryland
$245K
NWMG
1859
National Wealth Management Group
Ohio
$244K
ATS
1860
Ashton Thomas Securities
New York
$244K
BGAI
1861
Bruce G. Allen Investments
Colorado
$244K
BLC
1862
Brown, Lisle/Cummings
Rhode Island
$244K
DAC
1863
Dividend Assets Capital
South Carolina
$243K
WF
1864
Whelan Financial
California
$243K
FIC
1865
FCG Investment Company
Tennessee
$243K
TWA
1866
TCI Wealth Advisors
Arizona
$242K
AIA
1867
AssuredPartners Investment Advisors
Florida
$241K
HIP
1868
Harrell Investment Partners
Texas
$241K
GIA
1869
GHP Investment Advisors
Colorado
$241K
BFM
1870
Boothbay Fund Management
New York
$240K
ACP
1871
Aviance Capital Partners
Florida
$240K
BWA
1872
Burt Wealth Advisors
Maryland
$239K
AAS
1873
Ameritas Advisory Services
Nebraska
$239K
KA
1874
Kearns & Associates
California
$238K
JEST
1875
JTC Employer Solutions Trustee
Jersey
$238K