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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
PAG
1926
Powers Advisory Group
Illinois
$221K
CFS
1927
Commonwealth Financial Services
West Virginia
$220K
TIA
1928
Traphagen Investment Advisors
New Jersey
$220K
WR
1929
WD Rutherford
Oregon
$220K
CCWM
1930
Cassaday & Co Wealth Management
Virginia
$220K
GA
1931
Goldstein Advisors
Wisconsin
$220K
LAMC
1932
Longview Asset Management (California)
California
$220K
CFS
1933
Coordinated Financial Services
Colorado
$218K
LCM
1934
Leisure Capital Management
California
$218K
PGWM
1935
Pitti Group Wealth Management
New York
$217K
UPS
1936
UHLMANN PRICE SECURITIES
Illinois
$217K
SFS
1937
Stiles Financial Services
Minnesota
$216K
SCM
1938
Silvant Capital Management
Georgia
$216K
Fiera Capital (Canada)
1939
Fiera Capital (Canada)
Quebec, Canada
$215K
CWS
1940
Confluence Wealth Services
Pennsylvania
$215K
AWP
1941
Axis Wealth Partners
Rhode Island
$215K
LA
1942
LexAurum Advisors
Kansas
$214K
MCM
1943
Manchester Capital Management
Vermont
$214K
PSB
1944
Piscataqua Savings Bank
New Hampshire
$214K
USWIA
1945
UP Strategic Wealth Investment Advisors
Pennsylvania
$214K
SFG
1946
Shum Financial Group
California
$214K
PAG
1947
Private Advisory Group
Washington
$213K
SI
1948
Saxon Interests
Texas
$213K
EI
1949
eCIO Inc
Wisconsin
$213K
WEG
1950
World Equity Group
Illinois
$212K