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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
BWG
2276
Berry Wealth Group
Texas
VC
2277
Vicus Capital
Pennsylvania
LTI
2278
Laffer Tengler Investments
Tennessee
JSC
2279
Jackson Square Capital
California
LSA
2280
Lion Street Advisors
Texas
FCM
2281
Fourpath Capital Management
Oklahoma
RA
2282
Rational Advisors
New York
CMTU
2283
Capital Markets Trading (UK)
United Kingdom
OFS
2284
OneAscent Financial Services
Alabama
TA
2285
TFB Advisors
Kansas
BWM
2286
Boyd Wealth Management
California
UAML
2287
US Asset Management LLC
Pennsylvania
CAM
2288
CenterStar Asset Management
Illinois
MPM
2289
MBB Public Markets
Illinois
GSWA
2290
Good Steward Wealth Advisors
Tennessee
MSWM
2291
Master's Wealth Management
Pennsylvania
TBWA
2292
Three Bridge Wealth Advisors
California
AC
2293
ASB Consultores
Florida
LF
2294
Lantz Financial
Illinois
APWA
2295
Atlas Private Wealth Advisors
New Jersey
AFA
2296
Allium Financial Advisors
Oregon
OTL
2297
Oak Thistle LLC
New York
MAM
2298
MWA Asset Management
Massachusetts
YWM
2299
Yardley Wealth Management
Pennsylvania
VP
2300
Verum Partners
North Carolina