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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
HHGA
2026
Halbert Hargrove Global Advisors
California
$121K
TC
2027
Trust Company
Kansas
$120K
CT
2028
Clearstead Trust
Maine
$117K
FFO
2029
Fortitude Family Office
Arizona
$116K
AWM
2030
Ameliora Wealth Management
Switzerland
$115K
1M
2031
1248 Management
Missouri
$113K
KFA
2032
Kelleher Financial Advisors
New York
$113K
PMFA
2033
Plante Moran Financial Advisors
Michigan
$110K
FUBT
2034
First United Bank & Trust
Maryland
$108K
DI
2035
DAGCO Inc
Ohio
$108K
HIMS
2036
Hager Investment Management Services
New Hampshire
$107K
DPW
2037
DiNuzzo Private Wealth
Pennsylvania
$106K
FFC
2038
First Financial Corp
Indiana
$106K
BIA
2039
Bell Investment Advisors
California
$105K
EPAM
2040
Evelyn Partners Asset Management
$104K
CAM
2041
Close Asset Management
United Kingdom
$103K
LI
2042
LRI Investments
Florida
$103K
MMCM
2043
Murphy & Mullick Capital Management
New York
$100K
UFPG
2044
United Financial Planning Group
New York
$93.5K
HCM
2045
Horrell Capital Management
Arkansas
$92.7K
MIA
2046
MeadowBrook Investment Advisors
Michigan
$91.4K
PWA
2047
Physician Wealth Advisors
Utah
$90.3K
BL
2048
BFSG LLC
California
$89K
DWA
2049
Delos Wealth Advisors
Texas
$84.4K
CFD
2050
Creative Financial Designs
Indiana
$82.3K