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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
APW
2226
Acima Private Wealth
Virginia
$4.13K
GWP
2227
Gen-Wealth Partners
Michigan
$3.97K
HNB
2228
Hilltop National Bank
Wyoming
$3.97K
PP
2229
PFS Partners
New Jersey
$3.66K
HIA
2230
HFM Investment Advisors
New Jersey
$3.18K
NWM
2231
Nova Wealth Management
Florida
$3.1K
OBWP
2232
O'Brien Wealth Partners
Massachusetts
$3.02K
CMP
2233
Coston McIsaac & Partners
Maine
$3K
CYG
2234
Clean Yield Group
Vermont
$2.23K
PCM
2235
Perritt Capital Management
Illinois
$2.23K
EPW
2236
Evergreen Private Wealth
Colorado
$2.23K
TCM
2237
TD Capital Management
Tennessee
$2.11K
TPBG
2238
Turning Point Benefit Group
Maryland
$2.04K
DF
2239
DecisionPoint Financial
Arizona
$1.88K
CCC
2240
Chelsea Counsel Company
California
$1.59K
MSWM
2241
Mowery & Schoenfeld Wealth Management
Illinois
$1.44K
SFCL
2242
Strengthening Families & Communities LLC
Massachusetts
$1.29K
EFMH
2243
E Fund Management (HK)
Hong Kong
$1.27K
CA
2244
Centerpoint Advisors
Massachusetts
$1K
CFS
2245
CGC Financial Services
Oregon
$795
SIP
2246
Sellwood Investment Partners
Oregon
$795
LWMI
2247
Legacy Wealth Management (Idaho)
Idaho
$636
EWM
2248
Evolution Wealth Management
Florida
$477
RJA
2249
Ross\Johnson & Associates
Minnesota
$159
Norges Bank
2250
Norges Bank
Norway