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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
CAM
2001
Chesapeake Asset Management
New York
$141K
GF
2002
GGM Financials
Ohio
$140K
KA
2003
Kozak & Associates
Colorado
$139K
HDIM
2004
Hanson & Doremus Investment Management
Vermont
$139K
MSWA
2005
Marshall & Sterling Wealth Advisors
New York
$136K
C
2006
Covestor
United Kingdom
$132K
SA
2007
SRH Advisors
Kansas
$129K
HWA
2008
HHM Wealth Advisors
Tennessee
$128K
OIA
2009
Optimum Investment Advisors
Illinois
$127K
PCC
2010
Park Circle Company
Maryland
$127K
MIM
2011
MTM Investment Management
South Carolina
$126K
CWM
2012
Cranbrook Wealth Management
Michigan
$124K
RCM
2013
Raleigh Capital Management
North Carolina
$123K
HHGA
2014
Halbert Hargrove Global Advisors
California
$121K
TC
2015
Trust Company
Kansas
$120K
CT
2016
Clearstead Trust
Maine
$117K
FFO
2017
Fortitude Family Office
Arizona
$116K
AWM
2018
Ameliora Wealth Management
Switzerland
$115K
1M
2019
1248 Management
Missouri
$113K
KFA
2020
Kelleher Financial Advisors
New York
$113K
PMFA
2021
Plante Moran Financial Advisors
Michigan
$110K
FUBT
2022
First United Bank & Trust
Maryland
$108K
DI
2023
DAGCO Inc
Ohio
$108K
HIMS
2024
Hager Investment Management Services
New Hampshire
$107K
DPW
2025
DiNuzzo Private Wealth
Pennsylvania
$106K