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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
SL
1951
Summitry LLC
California
$208K
NWA
1952
New World Advisors
Massachusetts
$207K
LMKC
1953
L.M. Kohn & Company
Ohio
$207K
PG
1954
Patten Group
Tennessee
$206K
CFS
1955
CRA Financial Services
New Jersey
$205K
CFG
1956
Carter Financial Group
Illinois
$204K
GWSG
1957
GPS Wealth Strategies Group
Colorado
$204K
HA
1958
Helium Advisors
Washington
$204K
LAIC
1959
Lederer & Associates Investment Counsel
California
$203K
SPWG
1960
Syntegra Private Wealth Group
Missouri
$203K
AWA
1961
Aletheian Wealth Advisors
Washington
$203K
FSC
1962
Full Sail Capital
Oklahoma
$202K
RCG
1963
Regatta Capital Group
California
$202K
CSA
1964
Cottage Street Advisors
Massachusetts
$202K
RWMG
1965
Redwood Wealth Management Group
New Jersey
$201K
FWP
1966
Falcon Wealth Planning
California
$201K
KCP
1967
Kera Capital Partners
California
$200K
SMC
1968
Smith, Moore & Co
Missouri
$200K
SCM
1969
Sunbeam Capital Management
Georgia
$200K
AIP
1970
Alexis Investment Partners
Texas
$199K
FMII
1971
Farmers & Merchants Investments Inc
Nebraska
$195K
AI
1972
AXS Investments
New York
$191K
SAM
1973
Sherman Asset Management
California
$185K
CT
1974
Colonial Trust
South Carolina
$184K
PAG
1975
Paladin Advisory Group
Iowa
$184K