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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
SA
2201
Strategic Advocates
Utah
$7.9K
CTA
2202
Colonial Trust Advisors
South Carolina
$7.31K
WOC
2203
West Oak Capital
California
$7.18K
RWS
2204
Retirement Wealth Solutions
Wisconsin
$7.15K
JFA
2205
JNBA Financial Advisors
Minnesota
$7K
WW
2206
Winnow Wealth
Texas
$6.84K
CJ
2207
Caitlin John
Michigan
$6.83K
GWSA
2208
Global Wealth Strategies & Associates
Colorado
$6.58K
JFG
2209
JDM Financial Group
Texas
$6.04K
EWM
2210
Evermay Wealth Management
Virginia
$5.88K
CAM
2211
Costello Asset Management
Pennsylvania
$5.72K
SRCM
2212
Signature Resources Capital Management
California
$5.41K
BIM
2213
Breakwater Investment Management
Washington
$5.41K
GA
2214
GoalVest Advisory
New York
$4.93K
RWM
2215
Rialto Wealth Management
New York
$4.77K
QWM
2216
Quaker Wealth Management
New Jersey
$4.61K
STB
2217
S&T Bank
Pennsylvania
$4.61K
WA
2218
WestEnd Advisors
North Carolina
$4.45K
PS
2219
PayPay Securities
Japan
$4.4K
BFS
2220
Bare Financial Services
Pennsylvania
$4.29K
ME
2221
McIlrath & Eck
Washington
$4.13K
APW
2222
Acima Private Wealth
Virginia
$4.13K
GWP
2223
Gen-Wealth Partners
Michigan
$3.97K
HNB
2224
Hilltop National Bank
Wyoming
$3.97K
PP
2225
PFS Partners
New Jersey
$3.66K