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Morgan Stanley

2,219 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 868 increasing their positions, 798 reducing their positions, and 109 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: 868 | Existing positions reduced: 798

0.95% less ownership

Funds ownership: 84.26%83.31% (-0.95%)

30% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.66B

Holders
2,219
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
$3.27B
Puts
$4.66B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2251
Landscape Capital Management
New Jersey
IC
2252
Iconiq Capital
California
ACM
2253
AlphaStar Capital Management
North Carolina
CF
2254
Cantor Fitzgerald
New York
FRM
2255
Fox Run Management
Connecticut
TCM
2256
Tributary Capital Management
Nebraska
HAS
2257
HBW Advisory Services
California
IWA
2258
Inspirion Wealth Advisors
Illinois
TC
2259
TwinBeech Capital
New York
PHK
2260
Point72 Hong Kong
Hong Kong
AIM
2261
Aigen Investment Management
New York
EAM
2262
Exane Asset Management
France
MF
2263
Manchester Financial
California
FAIM
2264
Financial Advocates Investment Management
Washington
BWG
2265
Berry Wealth Group
Texas
VC
2266
Vicus Capital
Pennsylvania
LTI
2267
Laffer Tengler Investments
Tennessee
JSC
2268
Jackson Square Capital
California
LSA
2269
Lion Street Advisors
Texas
FCM
2270
Fourpath Capital Management
Oklahoma
RA
2271
Rational Advisors
New York
CMTU
2272
Capital Markets Trading (UK)
United Kingdom
OFS
2273
OneAscent Financial Services
Alabama
TA
2274
TFB Advisors
Kansas
BWM
2275
Boyd Wealth Management
California