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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
CTWM
2176
Cherry Tree Wealth Management
Minnesota
$12.4K
T
2177
Tidemark
California
$12.3K
PWA
2178
Principia Wealth Advisory
Texas
$12.2K
SHIM
2179
Stone House Investment Management
Pennsylvania
$12.1K
CTB
2180
Country Trust Bank
Illinois
$12.1K
UOIF
2181
University of Illinois Foundation
Illinois
$12K
FCT
2182
First Community Trust
Iowa
$11.6K
CCMI
2183
Creative Capital Management Investments
California
$11.4K
AIM
2184
Arcadia Investment Management
Michigan
$11.1K
FIM
2185
FWL Investment Management
Texas
$11K
NRG
2186
Nemes Rush Group
Michigan
$10.7K
CIA
2187
Cape Investment Advisory
Georgia
$10.5K
FC
2188
Financial Consulate
Maryland
$10.3K
WWA
2189
Wealth Watch Advisors
Colorado
$10.3K
ACM
2190
Anfield Capital Management
California
$9.86K
FRA
2191
Front Row Advisors
California
$9.54K
CWA
2192
Carolina Wealth Advisors
South Carolina
$9.22K
YAL
2193
Your Advocates Ltd
Texas
$8.9K
BHWM
2194
Bay Harbor Wealth Management
Maryland
$8.74K
HIW
2195
Holos Integrated Wealth
Pennsylvania
$8.5K
HFS
2196
Horizon Financial Services
North Carolina
$8.43K
IRAG
2197
Investment Research & Advisory Group
Georgia
$8.27K
FP
2198
Financial Perspectives
Minnesota
$8.16K
MAS
2199
MPWM Advisory Solutions
Georgia
$8.11K
CNBT
2200
Cornerstone National Bank & Trust
Illinois
$7.95K