MS icon

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
GFWA
2051
Grey Fox Wealth Advisors
Delaware
$76.2K
AAG
2052
Accordant Advisory Group
Maryland
$74.7K
FWM
2053
FSA Wealth Management
Massachusetts
$71.9K
CIAS
2054
CBIZ Investment Advisory Services
Ohio
$71.1K
PWA
2055
Provenance Wealth Advisors
Florida
$70.4K
SN
2056
Sittner & Nelson
Oregon
$68.8K
AEPWM
2057
Atlantic Edge Private Wealth Management
Florida
$68.4K
VWA
2058
VSM Wealth Advisory
Maryland
$68.1K
CPG
2059
Cornerstone Planning Group
New Jersey
$66.1K
TLCM
2060
Twin Lakes Capital Management
California
$64.9K
TIM
2061
Tortoise Investment Management
New York
$64.6K
NC
2062
North Capital
Utah
$64.5K
IAS
2063
IMA Advisory Services
Colorado
$63.3K
RS
2064
Rakuten Securities
Japan
$63.1K
FWA
2065
Flagship Wealth Advisors
Massachusetts
$62.9K
FNWA
2066
Financial Network Wealth Advisors
Utah
$60.9K
MFT
2067
Moisand Fitzgerald Tamayo
Florida
$59.9K
ETS
2068
ESL Trust Services
New York
$59.3K
RF
2069
Roxbury Financial
New Jersey
$59.3K
AA
2070
Ancora Advisors
Ohio
$59.1K
TSMHT
2071
Thurston Springer Miller Herd & Titak
Indiana
$58.3K
EIM
2072
Essex Investment Management
Massachusetts
$57.7K
BHWM
2073
Beaird Harris Wealth Management
Texas
$56.9K
NFSG
2074
Newbridge Financial Services Group
Florida
$56.2K
WA
2075
Westfuller Advisors
New York
$55.8K