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