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Morgan Stanley

2,230 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 873 increasing their positions, 803 reducing their positions, and 110 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: 873 | Existing positions reduced: 803

0.98% less ownership

Funds ownership: 84.31%83.33% (-0.98%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,230
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
PCA
2301
Private Capital Advisors
Connecticut
AFA
2302
Antonelli Financial Advisors
Michigan
WA
2303
Whipplewood Advisors
Colorado
TPWA
2304
Twin Peaks Wealth Advisors
California
CIEC
2305
Crédit Industriel et Commercial
France
NC
2306
NewSquare Capital
Pennsylvania
JSAM
2307
J. Safra Asset Management
New York
CW
2308
Cooksen Wealth
Texas
SO
2309
Sierra Ocean
California
LFA
2310
Livelsberger Financial Advisory
Ohio
PAM
2311
Parvin Asset Management
South Dakota
IUHSA
2312
Itau Unibanco Holding S.A.
Brazil
CW
2313
Curio Wealth
Maryland
GC
2314
Garde Capital
Washington
OWA
2315
Opal Wealth Advisors
New York
OW
2316
Olistico Wealth
Oklahoma
CBT
2317
CoreFirst Bank & Trust
Kansas
WTFG
2318
Wood Tarver Financial Group
Idaho
BCMLT
2319
Beacon Capital Management LLC (Tennessee)
Tennessee
RIA
2320
Realta Investment Advisors
Delaware
MWM
2321
MorganRosel Wealth Management
Colorado
T
2322
Transce3nd
Texas
SMFG
2323
Sumitomo Mitsui Financial Group
Japan
WCM
2324
WealthTrak Capital Management
Virginia
MAWAG
2325
Mid-American Wealth Advisory Group
Missouri