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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
BWA
1876
Burt Wealth Advisors
Maryland
$239K
AAS
1877
Ameritas Advisory Services
Nebraska
$239K
KA
1878
Kearns & Associates
California
$238K
JEST
1879
JTC Employer Solutions Trustee
Jersey
$238K
BWM
1880
Brown Wealth Management
Illinois
$238K
VAG
1881
VisionPoint Advisory Group
Texas
$237K
MWM
1882
Meadowbrook Wealth Management
New York
$237K
XF
1883
XML Financial
Maryland
$237K
FGA
1884
Fortis Group Advisors
New Jersey
$237K
TCM
1885
Traynor Capital Management
Pennsylvania
$237K
PAS
1886
PKS Advisory Services
New York
$236K
GFPC
1887
Global Financial Private Client
Florida
$235K
XPN
1888
XY Planning Network
Montana
$234K
RA
1889
Ransom Advisory
Rhode Island
$234K
BW
1890
BIP Wealth
Georgia
$233K
LRIC
1891
Long Road Investment Counsel
Michigan
$232K
RWI
1892
Red Wave Investments
Pennsylvania
$231K
CT
1893
Chicago Trust
Illinois
$230K
Wolverine Trading
1894
Wolverine Trading
Illinois
$230K
PFG
1895
Pinnacle Financial Group
Illinois
$230K
BWP
1896
BlueStem Wealth Partners
Minnesota
$229K
EWA
1897
Evolution Wealth Advisors
Florida
$228K
TFIPS
1898
Towarzystwo Funduszy Inwestycyjnych PZU SA
$228K
TCOO
1899
Trust Company of Oklahoma
Oklahoma
$227K
FFB
1900
First Financial Bankshares
Texas
$226K