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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
FFC
2026
First Financial Corp
Indiana
$106K
BIA
2027
Bell Investment Advisors
California
$105K
EPAM
2028
Evelyn Partners Asset Management
$104K
CAM
2029
Close Asset Management
United Kingdom
$103K
LI
2030
LRI Investments
Florida
$103K
MMCM
2031
Murphy & Mullick Capital Management
New York
$100K
UFPG
2032
United Financial Planning Group
New York
$93.5K
HCM
2033
Horrell Capital Management
Arkansas
$92.7K
MIA
2034
MeadowBrook Investment Advisors
Michigan
$91.4K
PWA
2035
Physician Wealth Advisors
Utah
$90.3K
BL
2036
BFSG LLC
California
$89K
DWA
2037
Delos Wealth Advisors
Texas
$84.4K
CFD
2038
Creative Financial Designs
Indiana
$82.3K
OP
2039
ORG Partners
Indiana
$82.2K
AWM
2040
Activest Wealth Management
Florida
$81.9K
TCM
2041
Tradewinds Capital Management
Washington
$81.9K
WA
2042
WPG Advisers
Maryland
$81.9K
SL
2043
Salomon & Ludwin
Virginia
$81K
AF
2044
Aviso Financial
Ontario, Canada
$79.5K
PA
2045
Pineridge Advisors
Missouri
$79.5K
CC
2046
Corsicana & Co
Texas
$79.5K
BGC
2047
Beutel, Goodman & Co
Ontario, Canada
$79K
SC
2048
Solstein Capital
California
$78.4K
SIS
2049
Sound Income Strategies
Florida
$77.1K
T
2050
TOBAM
France
$77K