MS icon

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
WOC
2176
West Oak Capital
California
$7.18K
RWS
2177
Retirement Wealth Solutions
Wisconsin
$7.15K
JFA
2178
JNBA Financial Advisors
Minnesota
$7K
WW
2179
Winnow Wealth
Texas
$6.84K
CJ
2180
Caitlin John
Michigan
$6.83K
GWSA
2181
Global Wealth Strategies & Associates
Colorado
$6.58K
JFG
2182
JDM Financial Group
Texas
$6.04K
EWM
2183
Evermay Wealth Management
Virginia
$5.88K
CAM
2184
Costello Asset Management
Pennsylvania
$5.72K
SRCM
2185
Signature Resources Capital Management
California
$5.41K
BIM
2186
Breakwater Investment Management
Washington
$5.41K
GA
2187
GoalVest Advisory
New York
$4.93K
RWM
2188
Rialto Wealth Management
New York
$4.77K
QWM
2189
Quaker Wealth Management
New Jersey
$4.61K
STB
2190
S&T Bank
Pennsylvania
$4.61K
WA
2191
WestEnd Advisors
North Carolina
$4.45K
PS
2192
PayPay Securities
Japan
$4.4K
BFS
2193
Bare Financial Services
Pennsylvania
$4.29K
ME
2194
McIlrath & Eck
Washington
$4.13K
APW
2195
Acima Private Wealth
Virginia
$4.13K
GWP
2196
Gen-Wealth Partners
Michigan
$3.97K
HNB
2197
Hilltop National Bank
Wyoming
$3.97K
PP
2198
PFS Partners
New Jersey
$3.66K
HIA
2199
HFM Investment Advisors
New Jersey
$3.18K
NWM
2200
Nova Wealth Management
Florida
$3.1K