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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
SN
2051
Sittner & Nelson
Oregon
$68.8K
AEPWM
2052
Atlantic Edge Private Wealth Management
Florida
$68.4K
VWA
2053
VSM Wealth Advisory
Maryland
$68.1K
CPG
2054
Cornerstone Planning Group
New Jersey
$66.1K
TLCM
2055
Twin Lakes Capital Management
California
$64.9K
TIM
2056
Tortoise Investment Management
New York
$64.6K
NC
2057
North Capital
Utah
$64.5K
IAS
2058
IMA Advisory Services
Colorado
$63.3K
RS
2059
Rakuten Securities
Japan
$63.1K
FWA
2060
Flagship Wealth Advisors
Massachusetts
$62.9K
FNWA
2061
Financial Network Wealth Advisors
Utah
$60.9K
MFT
2062
Moisand Fitzgerald Tamayo
Florida
$59.9K
ETS
2063
ESL Trust Services
New York
$59.3K
RF
2064
Roxbury Financial
New Jersey
$59.3K
AA
2065
Ancora Advisors
Ohio
$59.1K
TSMHT
2066
Thurston Springer Miller Herd & Titak
Indiana
$58.3K
EIM
2067
Essex Investment Management
Massachusetts
$57.7K
BHWM
2068
Beaird Harris Wealth Management
Texas
$56.9K
NFSG
2069
Newbridge Financial Services Group
Florida
$56.2K
WA
2070
Westfuller Advisors
New York
$55.8K
DFA
2071
DHJJ Financial Advisors
Illinois
$53.8K
DWM
2072
Dogwood Wealth Management
Kansas
$49.9K
GA
2073
Guerra Advisors
Florida
$49.8K
HIIFS
2074
Harel Insurance Investments & Financial Services
Israel
$49K
AIM
2075
Access Investment Management
Georgia
$48.2K