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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
PCH
1901
PGIM Custom Harvest
New Jersey
$226K
SWP
1902
ShoreHaven Wealth Partners
New Jersey
$226K
KFA
1903
Krane Funds Advisors
New York
$226K
RMC
1904
Resources Management Corp
Connecticut
$225K
SB
1905
SIG Brokerage
New York
$225K
GWM
1906
GK Wealth Management
Nevada
$225K
WTFG
1907
Wells Trecaso Financial Group
Ohio
$224K
WPP
1908
Whalerock Point Partners
Rhode Island
$224K
IGAM
1909
iA Global Asset Management
Quebec, Canada
$224K
FWP
1910
Firethorn Wealth Partners
Georgia
$223K
6F
1911
626 Financial
Michigan
$223K
MF
1912
Meridian Financial
Massachusetts
$223K
ITIM
1913
Indiana Trust & Investment Management
Indiana
$222K
EWM
1914
EPG Wealth Management
Georgia
$221K
PAG
1915
Powers Advisory Group
Illinois
$221K
CFS
1916
Commonwealth Financial Services
West Virginia
$220K
TIA
1917
Traphagen Investment Advisors
New Jersey
$220K
WR
1918
WD Rutherford
Oregon
$220K
CCWM
1919
Cassaday & Co Wealth Management
Virginia
$220K
GA
1920
Goldstein Advisors
Wisconsin
$220K
LAMC
1921
Longview Asset Management (California)
California
$220K
CFS
1922
Coordinated Financial Services
Colorado
$218K
LCM
1923
Leisure Capital Management
California
$218K
PGWM
1924
Pitti Group Wealth Management
New York
$217K
UPS
1925
UHLMANN PRICE SECURITIES
Illinois
$217K