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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
AWA
1976
Aletheian Wealth Advisors
Washington
$203K
FSC
1977
Full Sail Capital
Oklahoma
$202K
RCG
1978
Regatta Capital Group
California
$202K
CSA
1979
Cottage Street Advisors
Massachusetts
$202K
RWMG
1980
Redwood Wealth Management Group
New Jersey
$201K
FWP
1981
Falcon Wealth Planning
California
$201K
KCP
1982
Kera Capital Partners
California
$200K
SMC
1983
Smith, Moore & Co
Missouri
$200K
SCM
1984
Sunbeam Capital Management
Georgia
$200K
AIP
1985
Alexis Investment Partners
Texas
$199K
FMII
1986
Farmers & Merchants Investments Inc
Nebraska
$195K
AI
1987
AXS Investments
New York
$191K
SAM
1988
Sherman Asset Management
California
$185K
CT
1989
Colonial Trust
South Carolina
$184K
PAG
1990
Paladin Advisory Group
Iowa
$184K
GPI
1991
General Partner Inc
Pennsylvania
$176K
MEG
1992
Millstone Evans Group
Colorado
$172K
TFGT
1993
TS Financial Group (TSFG)
Illinois
$169K
ABWM
1994
Alpine Bank Wealth Management
Colorado
$167K
WTA
1995
Washington Trust Advisors
Massachusetts
$166K
CAM
1996
Creekmur Asset Management
Illinois
$163K
SGK
1997
Steigerwald Gordon & Koch
Virginia
$161K
CNBTD
1998
Citizens National Bank Trust Department
Mississippi
$159K
MMG
1999
Monetary Management Group
Missouri
$159K
FFWM
2000
Future Financial Wealth Management
Ohio
$159K