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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
TFM
1851
TFC Financial Management
Massachusetts
$250K
BBW
1852
Blue Barn Wealth
Utah
$249K
EL
1853
EWA LLC
Pennsylvania
$249K
HL
1854
HeadInvest LLC
Maine
$249K
HFM
1855
Harvest Fund Management
China
$249K
NQWM
1856
Northwest Quadrant Wealth Management
Oregon
$248K
VFG
1857
Valley Financial Group
Pennsylvania
$248K
REMPR
1858
Roof Eidam Maycock Peralta (REMP)
California
$248K
TAM
1859
Titleist Asset Management
Texas
$246K
LC
1860
Landaas & Company
Wisconsin
$246K
LWM
1861
Liberty Wealth Management
California
$246K
FC
1862
Financial Council
Maryland
$245K
NWMG
1863
National Wealth Management Group
Ohio
$244K
ATS
1864
Ashton Thomas Securities
New York
$244K
BGAI
1865
Bruce G. Allen Investments
Colorado
$244K
BLC
1866
Brown, Lisle/Cummings
Rhode Island
$244K
DAC
1867
Dividend Assets Capital
South Carolina
$243K
WF
1868
Whelan Financial
California
$243K
FIC
1869
FCG Investment Company
Tennessee
$243K
TWA
1870
TCI Wealth Advisors
Arizona
$242K
AIA
1871
AssuredPartners Investment Advisors
Florida
$241K
HIP
1872
Harrell Investment Partners
Texas
$241K
GIA
1873
GHP Investment Advisors
Colorado
$241K
BFM
1874
Boothbay Fund Management
New York
$240K
ACP
1875
Aviance Capital Partners
Florida
$240K