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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
AI
2276
Atom Investors
Texas
LCM
2277
Landscape Capital Management
New Jersey
IC
2278
Iconiq Capital
California
ACM
2279
AlphaStar Capital Management
North Carolina
CF
2280
Cantor Fitzgerald
New York
FRM
2281
Fox Run Management
Connecticut
HAS
2282
HBW Advisory Services
California
IWA
2283
Inspirion Wealth Advisors
Illinois
TC
2284
TwinBeech Capital
New York
PHK
2285
Point72 Hong Kong
Hong Kong
AIM
2286
Aigen Investment Management
New York
EAM
2287
Exane Asset Management
France
MF
2288
Manchester Financial
California
FAIM
2289
Financial Advocates Investment Management
Washington
BWG
2290
Berry Wealth Group
Texas
VC
2291
Vicus Capital
Pennsylvania
LTI
2292
Laffer Tengler Investments
Tennessee
JSC
2293
Jackson Square Capital
California
LSA
2294
Lion Street Advisors
Texas
FCM
2295
Fourpath Capital Management
Oklahoma
RA
2296
Rational Advisors
New York
CMTU
2297
Capital Markets Trading (UK)
United Kingdom
OFS
2298
OneAscent Financial Services
Alabama
TA
2299
TFB Advisors
Kansas
BWM
2300
Boyd Wealth Management
California