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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
LFA
2151
LGT Financial Advisors
Texas
$18.4K
VWA
2152
Valued Wealth Advisors
Utah
$18K
FFA
2153
Frazier Financial Advisors
Ohio
$17.8K
FPF
2154
First Pacific Financial
Washington
$17.6K
SA
2155
Seneschal Advisors
Washington
$17.6K
AFWM
2156
Abich Financial Wealth Management
Virginia
$17K
GCM
2157
Gables Capital Management
Florida
$16.4K
FDW
2158
Fourth Dimension Wealth
Ohio
$15.9K
ECM
2159
Estabrook Capital Management
New York
$15.9K
MWM
2160
Mascoma Wealth Management
New Hampshire
$15.9K
JGIA
2161
Jackson Grant Investment Advisers
Connecticut
$15.9K
MBFW
2162
Morton Brown Family Wealth
Pennsylvania
$15.6K
MSFP
2163
Mark Sheptoff Financial Planning
Connecticut
$15.3K
B
2164
Birchbrook
Maine
$15.1K
HFS
2165
Hughes Financial Services
Virginia
$14.7K
IWM
2166
IMG Wealth Management
Florida
$14.6K
DWM
2167
Darwin Wealth Management
Florida
$14.5K
CIM
2168
Contravisory Investment Management
Massachusetts
$14.3K
FGAM
2169
Financial Gravity Asset Management
Texas
$13.9K
ACA
2170
American Capital Advisory
Idaho
$13.8K
AP
2171
Atwood & Palmer
Missouri
$13.5K
EWP
2172
Elevation Wealth Partners
California
$13.5K
WCM
2173
Westend Capital Management
California
$13.4K
MAM
2174
MMA Asset Management
Pennsylvania
$12.9K
PP
2175
Pacifica Partners
Canada
$12.9K