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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
GPW
1951
Genesis Private Wealth
Virginia
$212K
YDMI
1952
Y.D. More Investments
Israel
$212K
TFS
1953
Thoroughbred Financial Services
Tennessee
$212K
MWA
1954
Motive Wealth Advisors
Michigan
$212K
MLFP
1955
MPS Loria Financial Planners
Illinois
$212K
NEWAS
1956
N.E.W. Advisory Services
Wisconsin
$211K
CCM
1957
Cinctive Capital Management
New York
$211K
HCM
1958
Hall Capital Management
Rhode Island
$211K
FCM
1959
Fire Capital Management
California
$210K
OPTFSNA
1960
Old Point Trust & Financial Services N A
Virginia
$210K
CWG
1961
Crown Wealth Group
North Carolina
$210K
DCBT
1962
Dakota Community Bank & Trust
North Dakota
$209K
PCM
1963
Pointe Capital Management
Michigan
$209K
HCMG
1964
Howard Capital Management Group
California
$209K
TAM
1965
Trillium Asset Management
Massachusetts
$209K
SL
1966
Summitry LLC
California
$208K
NWA
1967
New World Advisors
Massachusetts
$207K
LMKC
1968
L.M. Kohn & Company
Ohio
$207K
PG
1969
Patten Group
Tennessee
$206K
CFS
1970
CRA Financial Services
New Jersey
$205K
CFG
1971
Carter Financial Group
Illinois
$204K
GWSG
1972
GPS Wealth Strategies Group
Colorado
$204K
HA
1973
Helium Advisors
Washington
$204K
LAIC
1974
Lederer & Associates Investment Counsel
California
$203K
SPWG
1975
Syntegra Private Wealth Group
Missouri
$203K