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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
MCA
2076
Maryland Capital Advisors
Maryland
$47.7K
MWA
2077
Miller Wealth Advisors
Colorado
$45.3K
BAM
2078
Byrne Asset Management
New Jersey
$45.1K
TFG
2079
Team Financial Group
California
$43.9K
TWD
2080
True Wealth Design
Ohio
$43.9K
CWM
2081
Crowley Wealth Management
Delaware
$43.4K
PSFG
2082
Park Square Financial Group
Georgia
$42.6K
BTC
2083
Bank & Trust Company
Illinois
$42.1K
HFS
2084
Hopwood Financial Services
Virginia
$42K
HHMI
2085
Howard Hughes Medical Institute
Maryland
$41.5K
HWP
2086
Highline Wealth Partners
California
$41.4K
DCM
2087
Davis Capital Management
Florida
$41.3K
EAM
2088
Eukles Asset Management
Ohio
$40.9K
HFM
2089
Hartford Financial Management
Connecticut
$40.1K
CCM
2090
Cloud Capital Management
Washington
$40K
MAM
2091
Meeder Asset Management
Ohio
$39.6K
RWM
2092
RMG Wealth Management
Wisconsin
$39.3K
SIC
2093
SJS Investment Consulting
Ohio
$39.1K
FPB
2094
First PREMIER Bank
South Dakota
$39K
AP
2095
Aspect Partners
Virginia
$38.2K
AG
2096
AmeriFlex Group
Nevada
$38.1K
AWM
2097
Abound Wealth Management
Tennessee
$38.1K
MSG
2098
Main Street Group
Virginia
$38K
PPA
2099
Painted Porch Advisors
California
$36.7K
CFS
2100
Compass Financial Services
Iowa
$36.6K