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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
WOSD
2126
WFA of San Diego
California
$31.8K
AWM
2127
Accredited Wealth Management
Kentucky
$30.5K
KSWA
2128
Kathleen S. Wright Associates
Pennsylvania
$30.5K
AIC
2129
Archer Investment Corporation
Indiana
$30.5K
EPIMS
2130
Evelyn Partners Investment Management Services
$29.4K
GWS
2131
Greykasell Wealth Strategies
California
$29.4K
BC
2132
Broadwater Capital
Massachusetts
$29.1K
PGAM
2133
Princeton Global Asset Management
New Jersey
$28.5K
PWMG
2134
Private Wealth Management Group
New Jersey
$28.3K
NWMP
2135
Noble Wealth Management PBC
Colorado
$28K
DF
2136
Dunhill Financial
United Kingdom
$27.9K
RTL
2137
Red Tortoise LLC
Georgia
$27.9K
Q1WB
2138
Quest 10 Wealth Builders
Virginia
$26.5K
AT
2139
Arlington Trust
Alabama
$23.5K
WIM
2140
Westside Investment Management
California
$22.9K
RWA
2141
Redmont Wealth Advisors
Illinois
$22.6K
1L
2142
10Elms LLP
Oklahoma
$21.8K
SVCP
2143
Silicon Valley Capital Partners
California
$21.8K
SC
2144
Stephens Consulting
Michigan
$19.9K
HWA
2145
Heartwood Wealth Advisors
Virginia
$19.9K
VFM
2146
Vision Financial Markets
Connecticut
$19.7K
KTC
2147
Kentucky Trust Company
Kentucky
$18.9K
RF
2148
Rossby Financial
Florida
$18.8K
MAM
2149
Marquette Asset Management
Minnesota
$18.8K
HNW
2150
High Note Wealth
Minnesota
$18.6K