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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
AI
1976
AXS Investments
New York
$191K
SAM
1977
Sherman Asset Management
California
$185K
CT
1978
Colonial Trust
South Carolina
$184K
PAG
1979
Paladin Advisory Group
Iowa
$184K
GPI
1980
General Partner Inc
Pennsylvania
$176K
MEG
1981
Millstone Evans Group
Colorado
$172K
TFGT
1982
TS Financial Group (TSFG)
Illinois
$169K
ABWM
1983
Alpine Bank Wealth Management
Colorado
$167K
WTA
1984
Washington Trust Advisors
Massachusetts
$166K
CAM
1985
Creekmur Asset Management
Illinois
$163K
SGK
1986
Steigerwald Gordon & Koch
Virginia
$161K
MMG
1987
Monetary Management Group
Missouri
$159K
FFWM
1988
Future Financial Wealth Management
Ohio
$159K
CNBTD
1989
Citizens National Bank Trust Department
Mississippi
$159K
CB
1990
Centennial Bank
Arkansas
$159K
SWA
1991
SOA Wealth Advisors
New York
$158K
BWL
1992
Bogart Wealth LLC
Virginia
$156K
CMA
1993
Cedar Mountain Advisors
Oregon
$154K
CSC
1994
Caldwell Sutter Capital
California
$152K
OAJ
1995
Ogorek Anthony Joseph
New York
$150K
GG
1996
Gleason Group
Kentucky
$149K
RFS
1997
Richardson Financial Services
Massachusetts
$145K
WSC
1998
Wellington Shields & Co
New York
$145K
FLP
1999
Financial Life Planners
Arizona
$143K
TIM
2000
Thompson Investment Management
Wisconsin
$141K