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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
IAS
2076
IMA Advisory Services
Colorado
$63.3K
RS
2077
Rakuten Securities
Japan
$63.1K
FWA
2078
Flagship Wealth Advisors
Massachusetts
$62.9K
FNWA
2079
Financial Network Wealth Advisors
Utah
$60.9K
MFT
2080
Moisand Fitzgerald Tamayo
Florida
$59.9K
ETS
2081
ESL Trust Services
New York
$59.3K
RF
2082
Roxbury Financial
New Jersey
$59.3K
AA
2083
Ancora Advisors
Ohio
$59.1K
TSMHT
2084
Thurston Springer Miller Herd & Titak
Indiana
$58.3K
EIM
2085
Essex Investment Management
Massachusetts
$57.7K
BHWM
2086
Beaird Harris Wealth Management
Texas
$56.9K
NFSG
2087
Newbridge Financial Services Group
Florida
$56.2K
WA
2088
Westfuller Advisors
New York
$55.8K
DFA
2089
DHJJ Financial Advisors
Illinois
$53.8K
DWM
2090
Dogwood Wealth Management
Kansas
$49.9K
GA
2091
Guerra Advisors
Florida
$49.8K
HIIFS
2092
Harel Insurance Investments & Financial Services
Israel
$49K
AIM
2093
Access Investment Management
Georgia
$48.2K
MCA
2094
Maryland Capital Advisors
Maryland
$47.7K
MWA
2095
Miller Wealth Advisors
Colorado
$45.3K
BAM
2096
Byrne Asset Management
New Jersey
$45.1K
TFG
2097
Team Financial Group
California
$43.9K
TWD
2098
True Wealth Design
Ohio
$43.9K
CWM
2099
Crowley Wealth Management
Delaware
$43.4K
PSFG
2100
Park Square Financial Group
Georgia
$42.6K