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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
BW
1901
BIP Wealth
Georgia
$233K
LRIC
1902
Long Road Investment Counsel
Michigan
$232K
RWI
1903
Red Wave Investments
Pennsylvania
$231K
CT
1904
Chicago Trust
Illinois
$230K
Wolverine Trading
1905
Wolverine Trading
Illinois
$230K
PFG
1906
Pinnacle Financial Group
Illinois
$230K
BWP
1907
BlueStem Wealth Partners
Minnesota
$229K
EWA
1908
Evolution Wealth Advisors
Florida
$228K
TFIPS
1909
Towarzystwo Funduszy Inwestycyjnych PZU SA
$228K
TCOO
1910
Trust Company of Oklahoma
Oklahoma
$227K
FFB
1911
First Financial Bankshares
Texas
$226K
PCH
1912
PGIM Custom Harvest
New Jersey
$226K
SWP
1913
ShoreHaven Wealth Partners
New Jersey
$226K
KFA
1914
Krane Funds Advisors
New York
$226K
RMC
1915
Resources Management Corp
Connecticut
$225K
SB
1916
SIG Brokerage
New York
$225K
GWM
1917
GK Wealth Management
Nevada
$225K
WTFG
1918
Wells Trecaso Financial Group
Ohio
$224K
WPP
1919
Whalerock Point Partners
Rhode Island
$224K
IGAM
1920
iA Global Asset Management
Quebec, Canada
$224K
FWP
1921
Firethorn Wealth Partners
Georgia
$223K
6F
1922
626 Financial
Michigan
$223K
MF
1923
Meridian Financial
Massachusetts
$223K
ITIM
1924
Indiana Trust & Investment Management
Indiana
$222K
EWM
1925
EPG Wealth Management
Georgia
$221K