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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
BWM
1876
Brown Wealth Management
Illinois
$238K
VAG
1877
VisionPoint Advisory Group
Texas
$237K
MWM
1878
Meadowbrook Wealth Management
New York
$237K
XF
1879
XML Financial
Maryland
$237K
FGA
1880
Fortis Group Advisors
New Jersey
$237K
TCM
1881
Traynor Capital Management
Pennsylvania
$237K
PAS
1882
PKS Advisory Services
New York
$236K
GFPC
1883
Global Financial Private Client
Florida
$235K
XPN
1884
XY Planning Network
Montana
$234K
RA
1885
Ransom Advisory
Rhode Island
$234K
BW
1886
BIP Wealth
Georgia
$233K
LRIC
1887
Long Road Investment Counsel
Michigan
$232K
RWI
1888
Red Wave Investments
Pennsylvania
$231K
CT
1889
Chicago Trust
Illinois
$230K
Wolverine Trading
1890
Wolverine Trading
Illinois
$230K
PFG
1891
Pinnacle Financial Group
Illinois
$230K
BWP
1892
BlueStem Wealth Partners
Minnesota
$229K
EWA
1893
Evolution Wealth Advisors
Florida
$228K
TFIPS
1894
Towarzystwo Funduszy Inwestycyjnych PZU SA
$228K
TCOO
1895
Trust Company of Oklahoma
Oklahoma
$227K
FFB
1896
First Financial Bankshares
Texas
$226K
PCH
1897
PGIM Custom Harvest
New Jersey
$226K
SWP
1898
ShoreHaven Wealth Partners
New Jersey
$226K
KFA
1899
Krane Funds Advisors
New York
$226K
RMC
1900
Resources Management Corp
Connecticut
$225K