MS icon

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
DCBT
1951
Dakota Community Bank & Trust
North Dakota
$209K
PCM
1952
Pointe Capital Management
Michigan
$209K
HCMG
1953
Howard Capital Management Group
California
$209K
TAM
1954
Trillium Asset Management
Massachusetts
$209K
SL
1955
Summitry LLC
California
$208K
NWA
1956
New World Advisors
Massachusetts
$207K
LMKC
1957
L.M. Kohn & Company
Ohio
$207K
PG
1958
Patten Group
Tennessee
$206K
CFS
1959
CRA Financial Services
New Jersey
$205K
CFG
1960
Carter Financial Group
Illinois
$204K
GWSG
1961
GPS Wealth Strategies Group
Colorado
$204K
HA
1962
Helium Advisors
Washington
$204K
LAIC
1963
Lederer & Associates Investment Counsel
California
$203K
SPWG
1964
Syntegra Private Wealth Group
Missouri
$203K
AWA
1965
Aletheian Wealth Advisors
Washington
$203K
FSC
1966
Full Sail Capital
Oklahoma
$202K
RCG
1967
Regatta Capital Group
California
$202K
CSA
1968
Cottage Street Advisors
Massachusetts
$202K
RWMG
1969
Redwood Wealth Management Group
New Jersey
$201K
FWP
1970
Falcon Wealth Planning
California
$201K
KCP
1971
Kera Capital Partners
California
$200K
SMC
1972
Smith, Moore & Co
Missouri
$200K
SCM
1973
Sunbeam Capital Management
Georgia
$200K
AIP
1974
Alexis Investment Partners
Texas
$199K
FMII
1975
Farmers & Merchants Investments Inc
Nebraska
$195K