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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
IUHSA
2326
Itau Unibanco Holding S.A.
Brazil
CW
2327
Curio Wealth
Maryland
GC
2328
Garde Capital
Washington
OWA
2329
Opal Wealth Advisors
New York
OW
2330
Olistico Wealth
Oklahoma
CBT
2331
CoreFirst Bank & Trust
Kansas
WTFG
2332
Wood Tarver Financial Group
Idaho
BCMLT
2333
Beacon Capital Management LLC (Tennessee)
Tennessee
RIA
2334
Realta Investment Advisors
Delaware
MWM
2335
MorganRosel Wealth Management
Colorado
T
2336
Transce3nd
Texas
SMFG
2337
Sumitomo Mitsui Financial Group
Japan
WCM
2338
WealthTrak Capital Management
Virginia
MAWAG
2339
Mid-American Wealth Advisory Group
Missouri
TCM
2340
Traub Capital Management
Massachusetts
KIM
2341
Kestra Investment Management
Texas
PFG
2342
Putney Financial Group
California
LFA
2343
Legend Financial Advisors
Pennsylvania
TIM
2344
Total Investment Management
Arizona
RWPA
2345
Richard W. Paul & Associates
Michigan
SC
2346
Swan Capital
Florida
BA
2347
Bellwether Advisors
Nebraska
KHC
2348
Koesten Hirschmann & Crabtree
Kansas
HWM
2349
Horizons Wealth Management
North Carolina
KIG
2350
Kessler Investment Group
Indiana