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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
BT
2101
Banque Transatlantique
France
$36.5K
IWP
2102
IAG Wealth Partners
Wisconsin
$34.8K
SAM
2103
Strive Asset Management
Ohio
$34.3K
AW
2104
Avion Wealth
Texas
$34K
VEA
2105
Virtus ETF Advisers
New York
$33.9K
FLFS
2106
Family Legacy Financial Solutions
North Carolina
$33.8K
FMTCOCP
2107
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
AWM
2108
Accredited Wealth Management
Kentucky
$30.5K
KSWA
2109
Kathleen S. Wright Associates
Pennsylvania
$30.5K
AIC
2110
Archer Investment Corporation
Indiana
$30.5K
EPIMS
2111
Evelyn Partners Investment Management Services
$29.4K
GWS
2112
Greykasell Wealth Strategies
California
$29.4K
BC
2113
Broadwater Capital
Massachusetts
$29.1K
PGAM
2114
Princeton Global Asset Management
New Jersey
$28.5K
PWMG
2115
Private Wealth Management Group
New Jersey
$28.3K
DF
2116
Dunhill Financial
United Kingdom
$27.9K
RTL
2117
Red Tortoise LLC
Georgia
$27.9K
Q1WB
2118
Quest 10 Wealth Builders
Virginia
$26.5K
AT
2119
Arlington Trust
Alabama
$23.5K
TCM
2120
Triumph Capital Management
Colorado
$23.5K
WIM
2121
Westside Investment Management
California
$22.9K
RWA
2122
Redmont Wealth Advisors
Illinois
$22.6K
1L
2123
10Elms LLP
Oklahoma
$21.8K
SVCP
2124
Silicon Valley Capital Partners
California
$21.8K
SC
2125
Stephens Consulting
Michigan
$19.9K