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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
GPI
1976
General Partner Inc
Pennsylvania
$176K
MEG
1977
Millstone Evans Group
Colorado
$172K
TFGT
1978
TS Financial Group (TSFG)
Illinois
$169K
ABWM
1979
Alpine Bank Wealth Management
Colorado
$167K
WTA
1980
Washington Trust Advisors
Massachusetts
$166K
CAM
1981
Creekmur Asset Management
Illinois
$163K
SGK
1982
Steigerwald Gordon & Koch
Virginia
$161K
MMG
1983
Monetary Management Group
Missouri
$159K
FFWM
1984
Future Financial Wealth Management
Ohio
$159K
CNBTD
1985
Citizens National Bank Trust Department
Mississippi
$159K
CB
1986
Centennial Bank
Arkansas
$159K
SWA
1987
SOA Wealth Advisors
New York
$158K
BWL
1988
Bogart Wealth LLC
Virginia
$156K
CMA
1989
Cedar Mountain Advisors
Oregon
$154K
CSC
1990
Caldwell Sutter Capital
California
$152K
OAJ
1991
Ogorek Anthony Joseph
New York
$150K
GG
1992
Gleason Group
Kentucky
$149K
RFS
1993
Richardson Financial Services
Massachusetts
$145K
WSC
1994
Wellington Shields & Co
New York
$145K
FLP
1995
Financial Life Planners
Arizona
$143K
TIM
1996
Thompson Investment Management
Wisconsin
$141K
CAM
1997
Chesapeake Asset Management
New York
$141K
GF
1998
GGM Financials
Ohio
$140K
KA
1999
Kozak & Associates
Colorado
$139K
HDIM
2000
Hanson & Doremus Investment Management
Vermont
$139K