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Morgan Stanley

2,250 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, 882 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:

9% more repeat investments, than reductions

Existing positions increased: 882 | 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
2,250
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
CMTU
2301
Capital Markets Trading (UK)
United Kingdom
OFS
2302
OneAscent Financial Services
Alabama
TA
2303
TFB Advisors
Kansas
BWM
2304
Boyd Wealth Management
California
UAML
2305
US Asset Management LLC
Pennsylvania
CAM
2306
CenterStar Asset Management
Illinois
MPM
2307
MBB Public Markets
Illinois
GSWA
2308
Good Steward Wealth Advisors
Tennessee
MSWM
2309
Master's Wealth Management
Pennsylvania
TBWA
2310
Three Bridge Wealth Advisors
California
AC
2311
ASB Consultores
Florida
LF
2312
Lantz Financial
Illinois
APWA
2313
Atlas Private Wealth Advisors
New Jersey
AFA
2314
Allium Financial Advisors
Oregon
OTL
2315
Oak Thistle LLC
New York
MAM
2316
MWA Asset Management
Massachusetts
YWM
2317
Yardley Wealth Management
Pennsylvania
VP
2318
Verum Partners
North Carolina
AFA
2319
Antonelli Financial Advisors
Michigan
PCA
2320
Private Capital Advisors
Connecticut
WA
2321
Whipplewood Advisors
Colorado
TPWA
2322
Twin Peaks Wealth Advisors
California
CIEC
2323
Crédit Industriel et Commercial
France
NC
2324
NewSquare Capital
Pennsylvania
JSAM
2325
J. Safra Asset Management
New York