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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
SFS
1926
Stiles Financial Services
Minnesota
$216K
SCM
1927
Silvant Capital Management
Georgia
$216K
Fiera Capital (Canada)
1928
Fiera Capital (Canada)
Quebec, Canada
$215K
CWS
1929
Confluence Wealth Services
Pennsylvania
$215K
AWP
1930
Axis Wealth Partners
Rhode Island
$215K
LA
1931
LexAurum Advisors
Kansas
$214K
MCM
1932
Manchester Capital Management
Vermont
$214K
PSB
1933
Piscataqua Savings Bank
New Hampshire
$214K
USWIA
1934
UP Strategic Wealth Investment Advisors
Pennsylvania
$214K
SFG
1935
Shum Financial Group
California
$214K
PAG
1936
Private Advisory Group
Washington
$213K
SI
1937
Saxon Interests
Texas
$213K
EI
1938
eCIO Inc
Wisconsin
$213K
WEG
1939
World Equity Group
Illinois
$212K
GPW
1940
Genesis Private Wealth
Virginia
$212K
YDMI
1941
Y.D. More Investments
Israel
$212K
TFS
1942
Thoroughbred Financial Services
Tennessee
$212K
MWA
1943
Motive Wealth Advisors
Michigan
$212K
MLFP
1944
MPS Loria Financial Planners
Illinois
$212K
NEWAS
1945
N.E.W. Advisory Services
Wisconsin
$211K
CCM
1946
Cinctive Capital Management
New York
$211K
HCM
1947
Hall Capital Management
Rhode Island
$211K
FCM
1948
Fire Capital Management
California
$210K
OPTFSNA
1949
Old Point Trust & Financial Services N A
Virginia
$210K
CWG
1950
Crown Wealth Group
North Carolina
$210K