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Morgan Stanley

2,223 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, 868 increasing their positions, 802 reducing their positions, and 109 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: 868 | 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
2,223
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
C
2001
Covestor
United Kingdom
$132K
SA
2002
SRH Advisors
Kansas
$129K
HWA
2003
HHM Wealth Advisors
Tennessee
$128K
OIA
2004
Optimum Investment Advisors
Illinois
$127K
PCC
2005
Park Circle Company
Maryland
$127K
MIM
2006
MTM Investment Management
South Carolina
$126K
CWM
2007
Cranbrook Wealth Management
Michigan
$124K
RCM
2008
Raleigh Capital Management
North Carolina
$123K
HHGA
2009
Halbert Hargrove Global Advisors
California
$121K
TC
2010
Trust Company
Kansas
$120K
CT
2011
Clearstead Trust
Maine
$117K
FFO
2012
Fortitude Family Office
Arizona
$116K
AWM
2013
Ameliora Wealth Management
Switzerland
$115K
1M
2014
1248 Management
Missouri
$113K
KFA
2015
Kelleher Financial Advisors
New York
$113K
PMFA
2016
Plante Moran Financial Advisors
Michigan
$110K
FUBT
2017
First United Bank & Trust
Maryland
$108K
DI
2018
DAGCO Inc
Ohio
$108K
HIMS
2019
Hager Investment Management Services
New Hampshire
$107K
DPW
2020
DiNuzzo Private Wealth
Pennsylvania
$106K
FFC
2021
First Financial Corp
Indiana
$106K
BIA
2022
Bell Investment Advisors
California
$105K
EPAM
2023
Evelyn Partners Asset Management
$104K
CAM
2024
Close Asset Management
United Kingdom
$103K
LI
2025
LRI Investments
Florida
$103K