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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
2151
MMA Asset Management
Pennsylvania
$12.9K
PP
2152
Pacifica Partners
Canada
$12.9K
CTWM
2153
Cherry Tree Wealth Management
Minnesota
$12.4K
T
2154
Tidemark
California
$12.3K
SHIM
2155
Stone House Investment Management
Pennsylvania
$12.1K
CTB
2156
Country Trust Bank
Illinois
$12.1K
UOIF
2157
University of Illinois Foundation
Illinois
$12K
FCT
2158
First Community Trust
Iowa
$11.6K
CCMI
2159
Creative Capital Management Investments
California
$11.4K
AIM
2160
Arcadia Investment Management
Michigan
$11.1K
FIM
2161
FWL Investment Management
Texas
$11K
NRG
2162
Nemes Rush Group
Michigan
$10.7K
FC
2163
Financial Consulate
Maryland
$10.3K
WWA
2164
Wealth Watch Advisors
Colorado
$10.3K
ACM
2165
Anfield Capital Management
California
$9.86K
FRA
2166
Front Row Advisors
California
$9.54K
CWA
2167
Carolina Wealth Advisors
South Carolina
$9.22K
YAL
2168
Your Advocates Ltd
Texas
$8.9K
BHWM
2169
Bay Harbor Wealth Management
Maryland
$8.74K
HFS
2170
Horizon Financial Services
North Carolina
$8.43K
IRAG
2171
Investment Research & Advisory Group
Georgia
$8.27K
FP
2172
Financial Perspectives
Minnesota
$8.16K
MAS
2173
MPWM Advisory Solutions
Georgia
$8.11K
SA
2174
Strategic Advocates
Utah
$7.9K
CTA
2175
Colonial Trust Advisors
South Carolina
$7.31K