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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
AWP
1926
Axis Wealth Partners
Rhode Island
$215K
LA
1927
LexAurum Advisors
Kansas
$214K
MCM
1928
Manchester Capital Management
Vermont
$214K
PSB
1929
Piscataqua Savings Bank
New Hampshire
$214K
USWIA
1930
UP Strategic Wealth Investment Advisors
Pennsylvania
$214K
SFG
1931
Shum Financial Group
California
$214K
PAG
1932
Private Advisory Group
Washington
$213K
SI
1933
Saxon Interests
Texas
$213K
EI
1934
eCIO Inc
Wisconsin
$213K
WEG
1935
World Equity Group
Illinois
$212K
GPW
1936
Genesis Private Wealth
Virginia
$212K
YDMI
1937
Y.D. More Investments
Israel
$212K
TFS
1938
Thoroughbred Financial Services
Tennessee
$212K
MWA
1939
Motive Wealth Advisors
Michigan
$212K
MLFP
1940
MPS Loria Financial Planners
Illinois
$212K
NEWAS
1941
N.E.W. Advisory Services
Wisconsin
$211K
CCM
1942
Cinctive Capital Management
New York
$211K
HCM
1943
Hall Capital Management
Rhode Island
$211K
FCM
1944
Fire Capital Management
California
$210K
OPTFSNA
1945
Old Point Trust & Financial Services N A
Virginia
$210K
CWG
1946
Crown Wealth Group
North Carolina
$210K
DCBT
1947
Dakota Community Bank & Trust
North Dakota
$209K
PCM
1948
Pointe Capital Management
Michigan
$209K
HCMG
1949
Howard Capital Management Group
California
$209K
TAM
1950
Trillium Asset Management
Massachusetts
$209K