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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
OP
2051
ORG Partners
Indiana
$82.2K
AWM
2052
Activest Wealth Management
Florida
$81.9K
TCM
2053
Tradewinds Capital Management
Washington
$81.9K
WA
2054
WPG Advisers
Maryland
$81.9K
SL
2055
Salomon & Ludwin
Virginia
$81K
AF
2056
Aviso Financial
Ontario, Canada
$79.5K
PA
2057
Pineridge Advisors
Missouri
$79.5K
CC
2058
Corsicana & Co
Texas
$79.5K
BGC
2059
Beutel, Goodman & Co
Ontario, Canada
$79K
SC
2060
Solstein Capital
California
$78.4K
SIS
2061
Sound Income Strategies
Florida
$77.1K
T
2062
TOBAM
France
$77K
GFWA
2063
Grey Fox Wealth Advisors
Delaware
$76.2K
AAG
2064
Accordant Advisory Group
Maryland
$74.7K
FWM
2065
FSA Wealth Management
Massachusetts
$71.9K
CIAS
2066
CBIZ Investment Advisory Services
Ohio
$71.1K
PWA
2067
Provenance Wealth Advisors
Florida
$70.4K
SN
2068
Sittner & Nelson
Oregon
$68.8K
AEPWM
2069
Atlantic Edge Private Wealth Management
Florida
$68.4K
VWA
2070
VSM Wealth Advisory
Maryland
$68.1K
CPG
2071
Cornerstone Planning Group
New Jersey
$66.1K
TLCM
2072
Twin Lakes Capital Management
California
$64.9K
TIM
2073
Tortoise Investment Management
New York
$64.6K
NC
2074
North Capital
Utah
$64.5K
BCM
2075
Boreal Capital Management
Florida
$64.2K