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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
DFA
2076
DHJJ Financial Advisors
Illinois
$53.8K
DWM
2077
Dogwood Wealth Management
Kansas
$49.9K
GA
2078
Guerra Advisors
Florida
$49.8K
HIIFS
2079
Harel Insurance Investments & Financial Services
Israel
$49K
AIM
2080
Access Investment Management
Georgia
$48.2K
MCA
2081
Maryland Capital Advisors
Maryland
$47.7K
MWA
2082
Miller Wealth Advisors
Colorado
$45.3K
BAM
2083
Byrne Asset Management
New Jersey
$45.1K
TFG
2084
Team Financial Group
California
$43.9K
TWD
2085
True Wealth Design
Ohio
$43.9K
CWM
2086
Crowley Wealth Management
Delaware
$43.4K
PSFG
2087
Park Square Financial Group
Georgia
$42.6K
BTC
2088
Bank & Trust Company
Illinois
$42.1K
HFS
2089
Hopwood Financial Services
Virginia
$42K
HHMI
2090
Howard Hughes Medical Institute
Maryland
$41.5K
HWP
2091
Highline Wealth Partners
California
$41.4K
DCM
2092
Davis Capital Management
Florida
$41.3K
EAM
2093
Eukles Asset Management
Ohio
$40.9K
HFM
2094
Hartford Financial Management
Connecticut
$40.1K
CCM
2095
Cloud Capital Management
Washington
$40K
MAM
2096
Meeder Asset Management
Ohio
$39.6K
RWM
2097
RMG Wealth Management
Wisconsin
$39.3K
SIC
2098
SJS Investment Consulting
Ohio
$39.1K
FPB
2099
First PREMIER Bank
South Dakota
$39K
AP
2100
Aspect Partners
Virginia
$38.2K