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Morgan Stanley

2,219 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, 798 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:

9% more repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 798

0.95% less ownership

Funds ownership: 84.26%83.31% (-0.95%)

30% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.66B

Holders
2,219
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
$3.27B
Puts
$4.66B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2126
Marquette Asset Management
Minnesota
$18.8K
HNW
2127
High Note Wealth
Minnesota
$18.6K
LFA
2128
LGT Financial Advisors
Texas
$18.4K
VWA
2129
Valued Wealth Advisors
Utah
$18K
FFA
2130
Frazier Financial Advisors
Ohio
$17.8K
FPF
2131
First Pacific Financial
Washington
$17.6K
SA
2132
Seneschal Advisors
Washington
$17.6K
AFWM
2133
Abich Financial Wealth Management
Virginia
$17K
GCM
2134
Gables Capital Management
Florida
$16.4K
MWM
2135
Mascoma Wealth Management
New Hampshire
$15.9K
ECM
2136
Estabrook Capital Management
New York
$15.9K
FDW
2137
Fourth Dimension Wealth
Ohio
$15.9K
JGIA
2138
Jackson Grant Investment Advisers
Connecticut
$15.9K
MBFW
2139
Morton Brown Family Wealth
Pennsylvania
$15.6K
MSFP
2140
Mark Sheptoff Financial Planning
Connecticut
$15.3K
B
2141
Birchbrook
Maine
$15.1K
HFS
2142
Hughes Financial Services
Virginia
$14.7K
IWM
2143
IMG Wealth Management
Florida
$14.6K
DWM
2144
Darwin Wealth Management
Florida
$14.5K
CIM
2145
Contravisory Investment Management
Massachusetts
$14.3K
FGAM
2146
Financial Gravity Asset Management
Texas
$13.9K
ACA
2147
American Capital Advisory
Idaho
$13.8K
AP
2148
Atwood & Palmer
Missouri
$13.5K
EWP
2149
Elevation Wealth Partners
California
$13.5K
WCM
2150
Westend Capital Management
California
$13.4K