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