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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
UAML
2276
US Asset Management LLC
Pennsylvania
CAM
2277
CenterStar Asset Management
Illinois
MPM
2278
MBB Public Markets
Illinois
GSWA
2279
Good Steward Wealth Advisors
Tennessee
MSWM
2280
Master's Wealth Management
Pennsylvania
TBWA
2281
Three Bridge Wealth Advisors
California
AC
2282
ASB Consultores
Florida
LF
2283
Lantz Financial
Illinois
APWA
2284
Atlas Private Wealth Advisors
New Jersey
AFA
2285
Allium Financial Advisors
Oregon
OTL
2286
Oak Thistle LLC
New York
MAM
2287
MWA Asset Management
Massachusetts
YWM
2288
Yardley Wealth Management
Pennsylvania
VP
2289
Verum Partners
North Carolina
AFA
2290
Antonelli Financial Advisors
Michigan
PCA
2291
Private Capital Advisors
Connecticut
WA
2292
Whipplewood Advisors
Colorado
TPWA
2293
Twin Peaks Wealth Advisors
California
CIEC
2294
Crédit Industriel et Commercial
France
NC
2295
NewSquare Capital
Pennsylvania
JSAM
2296
J. Safra Asset Management
New York
CW
2297
Cooksen Wealth
Texas
SO
2298
Sierra Ocean
California
LFA
2299
Livelsberger Financial Advisory
Ohio
PAM
2300
Parvin Asset Management
South Dakota