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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
UAML
2301
US Asset Management LLC
Pennsylvania
CAM
2302
CenterStar Asset Management
Illinois
MPM
2303
MBB Public Markets
Illinois
GSWA
2304
Good Steward Wealth Advisors
Tennessee
MSWM
2305
Master's Wealth Management
Pennsylvania
TBWA
2306
Three Bridge Wealth Advisors
California
AC
2307
ASB Consultores
Florida
LF
2308
Lantz Financial
Illinois
APWA
2309
Atlas Private Wealth Advisors
New Jersey
AFA
2310
Allium Financial Advisors
Oregon
OTL
2311
Oak Thistle LLC
New York
MAM
2312
MWA Asset Management
Massachusetts
YWM
2313
Yardley Wealth Management
Pennsylvania
VP
2314
Verum Partners
North Carolina
PCA
2315
Private Capital Advisors
Connecticut
AFA
2316
Antonelli Financial Advisors
Michigan
WA
2317
Whipplewood Advisors
Colorado
TPWA
2318
Twin Peaks Wealth Advisors
California
CIEC
2319
Crédit Industriel et Commercial
France
NC
2320
NewSquare Capital
Pennsylvania
JSAM
2321
J. Safra Asset Management
New York
CW
2322
Cooksen Wealth
Texas
SO
2323
Sierra Ocean
California
LFA
2324
Livelsberger Financial Advisory
Ohio
PAM
2325
Parvin Asset Management
South Dakota