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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
FRA
2176
Front Row Advisors
California
$9.54K
CWA
2177
Carolina Wealth Advisors
South Carolina
$9.22K
YAL
2178
Your Advocates Ltd
Texas
$8.9K
BHWM
2179
Bay Harbor Wealth Management
Maryland
$8.74K
HIW
2180
Holos Integrated Wealth
Pennsylvania
$8.5K
HFS
2181
Horizon Financial Services
North Carolina
$8.43K
IRAG
2182
Investment Research & Advisory Group
Georgia
$8.27K
FP
2183
Financial Perspectives
Minnesota
$8.16K
MAS
2184
MPWM Advisory Solutions
Georgia
$8.11K
SA
2185
Strategic Advocates
Utah
$7.9K
CTA
2186
Colonial Trust Advisors
South Carolina
$7.31K
WOC
2187
West Oak Capital
California
$7.18K
RWS
2188
Retirement Wealth Solutions
Wisconsin
$7.15K
JFA
2189
JNBA Financial Advisors
Minnesota
$7K
WW
2190
Winnow Wealth
Texas
$6.84K
CJ
2191
Caitlin John
Michigan
$6.83K
GWSA
2192
Global Wealth Strategies & Associates
Colorado
$6.58K
JFG
2193
JDM Financial Group
Texas
$6.04K
EWM
2194
Evermay Wealth Management
Virginia
$5.88K
CAM
2195
Costello Asset Management
Pennsylvania
$5.72K
SRCM
2196
Signature Resources Capital Management
California
$5.41K
BIM
2197
Breakwater Investment Management
Washington
$5.41K
GA
2198
GoalVest Advisory
New York
$4.93K
RWM
2199
Rialto Wealth Management
New York
$4.77K
QWM
2200
Quaker Wealth Management
New Jersey
$4.61K