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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
SB
1901
SIG Brokerage
New York
$225K
GWM
1902
GK Wealth Management
Nevada
$225K
WTFG
1903
Wells Trecaso Financial Group
Ohio
$224K
WPP
1904
Whalerock Point Partners
Rhode Island
$224K
IGAM
1905
iA Global Asset Management
Quebec, Canada
$224K
FWP
1906
Firethorn Wealth Partners
Georgia
$223K
6F
1907
626 Financial
Michigan
$223K
MF
1908
Meridian Financial
Massachusetts
$223K
ITIM
1909
Indiana Trust & Investment Management
Indiana
$222K
EWM
1910
EPG Wealth Management
Georgia
$221K
PAG
1911
Powers Advisory Group
Illinois
$221K
CFS
1912
Commonwealth Financial Services
West Virginia
$220K
TIA
1913
Traphagen Investment Advisors
New Jersey
$220K
WR
1914
WD Rutherford
Oregon
$220K
CCWM
1915
Cassaday & Co Wealth Management
Virginia
$220K
GA
1916
Goldstein Advisors
Wisconsin
$220K
LAMC
1917
Longview Asset Management (California)
California
$220K
CFS
1918
Coordinated Financial Services
Colorado
$218K
LCM
1919
Leisure Capital Management
California
$218K
PGWM
1920
Pitti Group Wealth Management
New York
$217K
UPS
1921
UHLMANN PRICE SECURITIES
Illinois
$217K
SFS
1922
Stiles Financial Services
Minnesota
$216K
SCM
1923
Silvant Capital Management
Georgia
$216K
Fiera Capital (Canada)
1924
Fiera Capital (Canada)
Quebec, Canada
$215K
CWS
1925
Confluence Wealth Services
Pennsylvania
$215K