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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
STB
2201
S&T Bank
Pennsylvania
$4.61K
WA
2202
WestEnd Advisors
North Carolina
$4.45K
PS
2203
PayPay Securities
Japan
$4.4K
BFS
2204
Bare Financial Services
Pennsylvania
$4.29K
ME
2205
McIlrath & Eck
Washington
$4.13K
APW
2206
Acima Private Wealth
Virginia
$4.13K
GWP
2207
Gen-Wealth Partners
Michigan
$3.97K
HNB
2208
Hilltop National Bank
Wyoming
$3.97K
PP
2209
PFS Partners
New Jersey
$3.66K
HIA
2210
HFM Investment Advisors
New Jersey
$3.18K
NWM
2211
Nova Wealth Management
Florida
$3.1K
OBWP
2212
O'Brien Wealth Partners
Massachusetts
$3.02K
CMP
2213
Coston McIsaac & Partners
Maine
$3K
CYG
2214
Clean Yield Group
Vermont
$2.23K
EPW
2215
Evergreen Private Wealth
Colorado
$2.23K
PCM
2216
Perritt Capital Management
Illinois
$2.23K
TCM
2217
TD Capital Management
Tennessee
$2.11K
TPBG
2218
Turning Point Benefit Group
Maryland
$2.04K
DF
2219
DecisionPoint Financial
Arizona
$1.88K
CCC
2220
Chelsea Counsel Company
California
$1.59K
MSWM
2221
Mowery & Schoenfeld Wealth Management
Illinois
$1.44K
SFCL
2222
Strengthening Families & Communities LLC
Massachusetts
$1.29K
EFMH
2223
E Fund Management (HK)
Hong Kong
$1.27K
CA
2224
Centerpoint Advisors
Massachusetts
$1K
CFS
2225
CGC Financial Services
Oregon
$795