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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
OBWP
2201
O'Brien Wealth Partners
Massachusetts
$3.02K
CMP
2202
Coston McIsaac & Partners
Maine
$3K
EPW
2203
Evergreen Private Wealth
Colorado
$2.23K
PCM
2204
Perritt Capital Management
Illinois
$2.23K
CYG
2205
Clean Yield Group
Vermont
$2.23K
TCM
2206
TD Capital Management
Tennessee
$2.11K
TPBG
2207
Turning Point Benefit Group
Maryland
$2.04K
DF
2208
DecisionPoint Financial
Arizona
$1.88K
CCC
2209
Chelsea Counsel Company
California
$1.59K
MSWM
2210
Mowery & Schoenfeld Wealth Management
Illinois
$1.44K
SFCL
2211
Strengthening Families & Communities LLC
Massachusetts
$1.29K
EFMH
2212
E Fund Management (HK)
Hong Kong
$1.27K
CA
2213
Centerpoint Advisors
Massachusetts
$1K
CFS
2214
CGC Financial Services
Oregon
$795
SIP
2215
Sellwood Investment Partners
Oregon
$795
LWMI
2216
Legacy Wealth Management (Idaho)
Idaho
$636
EWM
2217
Evolution Wealth Management
Florida
$477
RJA
2218
Ross\Johnson & Associates
Minnesota
$159
Norges Bank
2219
Norges Bank
Norway
SSA
2220
Schonfeld Strategic Advisors
New York
PCM
2221
Prana Capital Management
Connecticut
FGP
2222
Freestone Grove Partners
California
MAM
2223
Magellan Asset Management
Australia
OAG
2224
Orbis Allan Gray
Bermuda
TPSF
2225
Texas Permanent School Fund
Texas