MS icon

Morgan Stanley

2,209 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, 864 increasing their positions, 794 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: 864 | Existing positions reduced: 794

1.03% less ownership

Funds ownership: 84.21%83.18% (-1%)

30% less call options, than puts

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

Holders
2,209
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
OTL
2276
Oak Thistle LLC
New York
MAM
2277
MWA Asset Management
Massachusetts
YWM
2278
Yardley Wealth Management
Pennsylvania
VP
2279
Verum Partners
North Carolina
PCA
2280
Private Capital Advisors
Connecticut
AFA
2281
Antonelli Financial Advisors
Michigan
WA
2282
Whipplewood Advisors
Colorado
TPWA
2283
Twin Peaks Wealth Advisors
California
CIEC
2284
Crédit Industriel et Commercial
France
NC
2285
NewSquare Capital
Pennsylvania
JSAM
2286
J. Safra Asset Management
New York
CW
2287
Cooksen Wealth
Texas
SO
2288
Sierra Ocean
California
LFA
2289
Livelsberger Financial Advisory
Ohio
PAM
2290
Parvin Asset Management
South Dakota
IUHSA
2291
Itau Unibanco Holding S.A.
Brazil
CW
2292
Curio Wealth
Maryland
OWA
2293
Opal Wealth Advisors
New York
OW
2294
Olistico Wealth
Oklahoma
CBT
2295
CoreFirst Bank & Trust
Kansas
WTFG
2296
Wood Tarver Financial Group
Idaho
BCMLT
2297
Beacon Capital Management LLC (Tennessee)
Tennessee
RIA
2298
Realta Investment Advisors
Delaware
MWM
2299
MorganRosel Wealth Management
Colorado
T
2300
Transce3nd
Texas