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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
MMCM
2026
Murphy & Mullick Capital Management
New York
$100K
UFPG
2027
United Financial Planning Group
New York
$93.5K
HCM
2028
Horrell Capital Management
Arkansas
$92.7K
MIA
2029
MeadowBrook Investment Advisors
Michigan
$91.4K
PWA
2030
Physician Wealth Advisors
Utah
$90.3K
BL
2031
BFSG LLC
California
$89K
DWA
2032
Delos Wealth Advisors
Texas
$84.4K
CFD
2033
Creative Financial Designs
Indiana
$82.3K
OP
2034
ORG Partners
Indiana
$82.2K
AWM
2035
Activest Wealth Management
Florida
$81.9K
TCM
2036
Tradewinds Capital Management
Washington
$81.9K
WA
2037
WPG Advisers
Maryland
$81.9K
SL
2038
Salomon & Ludwin
Virginia
$81K
AF
2039
Aviso Financial
Ontario, Canada
$79.5K
PA
2040
Pineridge Advisors
Missouri
$79.5K
CC
2041
Corsicana & Co
Texas
$79.5K
BGC
2042
Beutel, Goodman & Co
Ontario, Canada
$79K
SC
2043
Solstein Capital
California
$78.4K
SIS
2044
Sound Income Strategies
Florida
$77.1K
T
2045
TOBAM
France
$77K
GFWA
2046
Grey Fox Wealth Advisors
Delaware
$76.2K
AAG
2047
Accordant Advisory Group
Maryland
$74.7K
FWM
2048
FSA Wealth Management
Massachusetts
$71.9K
CIAS
2049
CBIZ Investment Advisory Services
Ohio
$71.1K
PWA
2050
Provenance Wealth Advisors
Florida
$70.4K