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Morgan Stanley

2,218 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, 797 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: 797

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
2,218
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
CW
2301
Curio Wealth
Maryland
OWA
2302
Opal Wealth Advisors
New York
OW
2303
Olistico Wealth
Oklahoma
CBT
2304
CoreFirst Bank & Trust
Kansas
WTFG
2305
Wood Tarver Financial Group
Idaho
BCMLT
2306
Beacon Capital Management LLC (Tennessee)
Tennessee
RIA
2307
Realta Investment Advisors
Delaware
MWM
2308
MorganRosel Wealth Management
Colorado
T
2309
Transce3nd
Texas
SMFG
2310
Sumitomo Mitsui Financial Group
Japan
WCM
2311
WealthTrak Capital Management
Virginia
MAWAG
2312
Mid-American Wealth Advisory Group
Missouri
TCM
2313
Traub Capital Management
Massachusetts
KIM
2314
Kestra Investment Management
Texas
PFG
2315
Putney Financial Group
California
LFA
2316
Legend Financial Advisors
Pennsylvania
TIM
2317
Total Investment Management
Arizona
RWPA
2318
Richard W. Paul & Associates
Michigan
SC
2319
Swan Capital
Florida
BA
2320
Bellwether Advisors
Nebraska
KHC
2321
Koesten Hirschmann & Crabtree
Kansas
HWM
2322
Horizons Wealth Management
North Carolina
KIG
2323
Kessler Investment Group
Indiana
PWM
2324
Puff Wealth Management
New Jersey
HT
2325
Headlands Technologies
Illinois