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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
BTC
2101
Bank & Trust Company
Illinois
$42.1K
HFS
2102
Hopwood Financial Services
Virginia
$42K
HHMI
2103
Howard Hughes Medical Institute
Maryland
$41.5K
HWP
2104
Highline Wealth Partners
California
$41.4K
DCM
2105
Davis Capital Management
Florida
$41.3K
EAM
2106
Eukles Asset Management
Ohio
$40.9K
HFM
2107
Hartford Financial Management
Connecticut
$40.1K
CCM
2108
Cloud Capital Management
Washington
$40K
MAM
2109
Meeder Asset Management
Ohio
$39.6K
RWM
2110
RMG Wealth Management
Wisconsin
$39.3K
SIC
2111
SJS Investment Consulting
Ohio
$39.1K
FPB
2112
First PREMIER Bank
South Dakota
$39K
AP
2113
Aspect Partners
Virginia
$38.2K
AG
2114
AmeriFlex Group
Nevada
$38.1K
AWM
2115
Abound Wealth Management
Tennessee
$38.1K
MSG
2116
Main Street Group
Virginia
$38K
PPA
2117
Painted Porch Advisors
California
$36.7K
CFS
2118
Compass Financial Services
Iowa
$36.6K
BT
2119
Banque Transatlantique
France
$36.5K
KG
2120
Kilter Group
New York
$35.4K
IWP
2121
IAG Wealth Partners
Wisconsin
$34.8K
SAM
2122
Strive Asset Management
Ohio
$34.3K
AW
2123
Avion Wealth
Texas
$34K
FLFS
2124
Family Legacy Financial Solutions
North Carolina
$33.8K
FMTCOCP
2125
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K