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Morgan Stanley

2,250 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, 882 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:

9% more repeat investments, than reductions

Existing positions increased: 882 | 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
2,250
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
IRAG
2201
Investment Research & Advisory Group
Georgia
$8.27K
FP
2202
Financial Perspectives
Minnesota
$8.16K
MAS
2203
MPWM Advisory Solutions
Georgia
$8.11K
CNBT
2204
Cornerstone National Bank & Trust
Illinois
$7.95K
SA
2205
Strategic Advocates
Utah
$7.9K
CTA
2206
Colonial Trust Advisors
South Carolina
$7.31K
WOC
2207
West Oak Capital
California
$7.18K
RWS
2208
Retirement Wealth Solutions
Wisconsin
$7.15K
JFA
2209
JNBA Financial Advisors
Minnesota
$7K
WW
2210
Winnow Wealth
Texas
$6.84K
CJ
2211
Caitlin John
Michigan
$6.83K
GWSA
2212
Global Wealth Strategies & Associates
Colorado
$6.58K
JFG
2213
JDM Financial Group
Texas
$6.04K
EWM
2214
Evermay Wealth Management
Virginia
$5.88K
CAM
2215
Costello Asset Management
Pennsylvania
$5.72K
SRCM
2216
Signature Resources Capital Management
California
$5.41K
BIM
2217
Breakwater Investment Management
Washington
$5.41K
GA
2218
GoalVest Advisory
New York
$4.93K
RWM
2219
Rialto Wealth Management
New York
$4.77K
QWM
2220
Quaker Wealth Management
New Jersey
$4.61K
STB
2221
S&T Bank
Pennsylvania
$4.61K
WA
2222
WestEnd Advisors
North Carolina
$4.45K
PS
2223
PayPay Securities
Japan
$4.4K
BFS
2224
Bare Financial Services
Pennsylvania
$4.29K
ME
2225
McIlrath & Eck
Washington
$4.13K