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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
AG
2101
AmeriFlex Group
Nevada
$38.1K
AWM
2102
Abound Wealth Management
Tennessee
$38.1K
MSG
2103
Main Street Group
Virginia
$38K
PPA
2104
Painted Porch Advisors
California
$36.7K
CFS
2105
Compass Financial Services
Iowa
$36.6K
BT
2106
Banque Transatlantique
France
$36.5K
IWP
2107
IAG Wealth Partners
Wisconsin
$34.8K
SAM
2108
Strive Asset Management
Ohio
$34.3K
AW
2109
Avion Wealth
Texas
$34K
VEA
2110
Virtus ETF Advisers
New York
$33.9K
FLFS
2111
Family Legacy Financial Solutions
North Carolina
$33.8K
FMTCOCP
2112
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
AWM
2113
Accredited Wealth Management
Kentucky
$30.5K
KSWA
2114
Kathleen S. Wright Associates
Pennsylvania
$30.5K
AIC
2115
Archer Investment Corporation
Indiana
$30.5K
EPIMS
2116
Evelyn Partners Investment Management Services
$29.4K
GWS
2117
Greykasell Wealth Strategies
California
$29.4K
BC
2118
Broadwater Capital
Massachusetts
$29.1K
PGAM
2119
Princeton Global Asset Management
New Jersey
$28.5K
PWMG
2120
Private Wealth Management Group
New Jersey
$28.3K
NWMP
2121
Noble Wealth Management PBC
Colorado
$28K
DF
2122
Dunhill Financial
United Kingdom
$27.9K
RTL
2123
Red Tortoise LLC
Georgia
$27.9K
Q1WB
2124
Quest 10 Wealth Builders
Virginia
$26.5K
AT
2125
Arlington Trust
Alabama
$23.5K