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Morgan Stanley

2,219 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 868 increasing their positions, 798 reducing their positions, and 109 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: 868 | Existing positions reduced: 798

0.95% less ownership

Funds ownership: 84.26%83.31% (-0.95%)

30% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.66B

Holders
2,219
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
$3.27B
Puts
$4.66B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$43.4M
Skandinaviska Enskilda Banken (SEB)
227
Skandinaviska Enskilda Banken (SEB)
Sweden
$42.7M
MAA
228
Matrix Asset Advisors
New York
$42.7M
CII
229
Capital International Inc
California
$42.6M
AIM
230
Achmea Investment Management
Netherlands
$42.3M
BCP
231
Blue Chip Partners
Michigan
$41.8M
Public Sector Pension Investment Board (PSP Investments)
232
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.6M
MLL
233
Moody Lynn & Lieberson
Massachusetts
$41.6M
FAF
234
Första AP-fonden
Sweden
$41.3M
BG
235
Bollard Group
Massachusetts
$41.2M
SFA
236
Sequoia Financial Advisors
Ohio
$41.2M
SC
237
Samlyn Capital
New York
$40.5M
Cerity Partners
238
Cerity Partners
New York
$40.1M
Lido Advisors
239
Lido Advisors
California
$40.1M
ACA
240
Aptus Capital Advisors
Alabama
$39.5M
EAM
241
Erste Asset Management
Austria
$39.5M
ProShare Advisors
242
ProShare Advisors
Maryland
$38.8M
PHAM
243
Pacific Heights Asset Management
California
$38.2M
KeyBank National Association
244
KeyBank National Association
Ohio
$38.1M
II
245
IFM Investors
Australia
$37.8M
MSV
246
MN Services Vermogensbeheer
Netherlands
$37.7M
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$37.6M
LCP
248
LGT Capital Partners
Switzerland
$37M
HIMC
249
Heritage Investors Management Corp
Maryland
$36.8M
SG Americas Securities
250
SG Americas Securities
New York
$36.6M