MS icon

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
CB
2001
Centennial Bank
Arkansas
$159K
SWA
2002
SOA Wealth Advisors
New York
$158K
BWL
2003
Bogart Wealth LLC
Virginia
$156K
MCM
2004
MV Capital Management
Maryland
$154K
CMA
2005
Cedar Mountain Advisors
Oregon
$154K
CSC
2006
Caldwell Sutter Capital
California
$152K
OAJ
2007
Ogorek Anthony Joseph
New York
$150K
GG
2008
Gleason Group
Kentucky
$149K
RFS
2009
Richardson Financial Services
Massachusetts
$145K
WSC
2010
Wellington Shields & Co
New York
$145K
FLP
2011
Financial Life Planners
Arizona
$143K
TIM
2012
Thompson Investment Management
Wisconsin
$141K
CAM
2013
Chesapeake Asset Management
New York
$141K
GF
2014
GGM Financials
Ohio
$140K
KA
2015
Kozak & Associates
Colorado
$139K
HDIM
2016
Hanson & Doremus Investment Management
Vermont
$139K
MSWA
2017
Marshall & Sterling Wealth Advisors
New York
$136K
C
2018
Covestor
United Kingdom
$132K
SA
2019
SRH Advisors
Kansas
$129K
HWA
2020
HHM Wealth Advisors
Tennessee
$128K
OIA
2021
Optimum Investment Advisors
Illinois
$127K
PCC
2022
Park Circle Company
Maryland
$127K
MIM
2023
MTM Investment Management
South Carolina
$126K
CWM
2024
Cranbrook Wealth Management
Michigan
$124K
RCM
2025
Raleigh Capital Management
North Carolina
$123K