MS icon

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
WIM
2126
Westside Investment Management
California
$22.9K
RWA
2127
Redmont Wealth Advisors
Illinois
$22.6K
1L
2128
10Elms LLP
Oklahoma
$21.8K
SVCP
2129
Silicon Valley Capital Partners
California
$21.8K
SC
2130
Stephens Consulting
Michigan
$19.9K
HWA
2131
Heartwood Wealth Advisors
Virginia
$19.9K
VFM
2132
Vision Financial Markets
Connecticut
$19.7K
KTC
2133
Kentucky Trust Company
Kentucky
$18.9K
RF
2134
Rossby Financial
Florida
$18.8K
MAM
2135
Marquette Asset Management
Minnesota
$18.8K
HNW
2136
High Note Wealth
Minnesota
$18.6K
LFA
2137
LGT Financial Advisors
Texas
$18.4K
VWA
2138
Valued Wealth Advisors
Utah
$18K
FFA
2139
Frazier Financial Advisors
Ohio
$17.8K
FPF
2140
First Pacific Financial
Washington
$17.6K
SA
2141
Seneschal Advisors
Washington
$17.6K
AFWM
2142
Abich Financial Wealth Management
Virginia
$17K
GCM
2143
Gables Capital Management
Florida
$16.4K
FDW
2144
Fourth Dimension Wealth
Ohio
$15.9K
ECM
2145
Estabrook Capital Management
New York
$15.9K
MWM
2146
Mascoma Wealth Management
New Hampshire
$15.9K
JGIA
2147
Jackson Grant Investment Advisers
Connecticut
$15.9K
MBFW
2148
Morton Brown Family Wealth
Pennsylvania
$15.6K
MSFP
2149
Mark Sheptoff Financial Planning
Connecticut
$15.3K
B
2150
Birchbrook
Maine
$15.1K