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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
BGAI
1876
Bruce G. Allen Investments
Colorado
$244K
BLC
1877
Brown, Lisle/Cummings
Rhode Island
$244K
DAC
1878
Dividend Assets Capital
South Carolina
$243K
WF
1879
Whelan Financial
California
$243K
FIC
1880
FCG Investment Company
Tennessee
$243K
TWA
1881
TCI Wealth Advisors
Arizona
$242K
AIA
1882
AssuredPartners Investment Advisors
Florida
$241K
HIP
1883
Harrell Investment Partners
Texas
$241K
GIA
1884
GHP Investment Advisors
Colorado
$241K
BFM
1885
Boothbay Fund Management
New York
$240K
ACP
1886
Aviance Capital Partners
Florida
$240K
BWA
1887
Burt Wealth Advisors
Maryland
$239K
AAS
1888
Ameritas Advisory Services
Nebraska
$239K
KA
1889
Kearns & Associates
California
$238K
JEST
1890
JTC Employer Solutions Trustee
Jersey
$238K
BWM
1891
Brown Wealth Management
Illinois
$238K
VAG
1892
VisionPoint Advisory Group
Texas
$237K
MWM
1893
Meadowbrook Wealth Management
New York
$237K
XF
1894
XML Financial
Maryland
$237K
FGA
1895
Fortis Group Advisors
New Jersey
$237K
TCM
1896
Traynor Capital Management
Pennsylvania
$237K
PAS
1897
PKS Advisory Services
New York
$236K
GFPC
1898
Global Financial Private Client
Florida
$235K
XPN
1899
XY Planning Network
Montana
$234K
RA
1900
Ransom Advisory
Rhode Island
$234K