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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
EBSAM
1851
Eubel Brady & Suttman Asset Management
Ohio
$255K
MTWM
1852
Masso Torrence Wealth Management
New Jersey
$254K
CAS
1853
CTC Alternative Strategies
Illinois
$254K
MFS
1854
McNamara Financial Services
Massachusetts
$254K
GPFA
1855
Game Plan Financial Advisors
Ohio
$254K
OCM
1856
Objective Capital Management
Ohio
$254K
FCA
1857
FLC Capital Advisors
California
$254K
FWP
1858
Fiduciary Wealth Partners
Massachusetts
$252K
WTB
1859
Washington Trust Bank
Washington
$250K
FNC
1860
First National Corp
Massachusetts
$250K
SSC
1861
Syverson Strege & Co
Iowa
$250K
TFM
1862
TFC Financial Management
Massachusetts
$250K
BBW
1863
Blue Barn Wealth
Utah
$249K
EL
1864
EWA LLC
Pennsylvania
$249K
HL
1865
HeadInvest LLC
Maine
$249K
HFM
1866
Harvest Fund Management
China
$249K
NQWM
1867
Northwest Quadrant Wealth Management
Oregon
$248K
VFG
1868
Valley Financial Group
Pennsylvania
$248K
REMPR
1869
Roof Eidam Maycock Peralta (REMP)
California
$248K
TAM
1870
Titleist Asset Management
Texas
$246K
LC
1871
Landaas & Company
Wisconsin
$246K
LWM
1872
Liberty Wealth Management
California
$246K
FC
1873
Financial Council
Maryland
$245K
NWMG
1874
National Wealth Management Group
Ohio
$244K
ATS
1875
Ashton Thomas Securities
New York
$244K