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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
AM
226
AGF Management
Ontario, Canada
$43.6M
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$43.4M
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$42.7M
MAA
229
Matrix Asset Advisors
New York
$42.7M
CII
230
Capital International Inc
California
$42.6M
AIM
231
Achmea Investment Management
Netherlands
$42.3M
BCP
232
Blue Chip Partners
Michigan
$41.8M
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.6M
MLL
234
Moody Lynn & Lieberson
Massachusetts
$41.6M
FAF
235
Första AP-fonden
Sweden
$41.3M
BG
236
Bollard Group
Massachusetts
$41.2M
SFA
237
Sequoia Financial Advisors
Ohio
$41.2M
SC
238
Samlyn Capital
New York
$40.5M
Cerity Partners
239
Cerity Partners
New York
$40.1M
Lido Advisors
240
Lido Advisors
California
$40.1M
ACA
241
Aptus Capital Advisors
Alabama
$39.5M
EAM
242
Erste Asset Management
Austria
$39.5M
ProShare Advisors
243
ProShare Advisors
Maryland
$38.8M
PHAM
244
Pacific Heights Asset Management
California
$38.2M
KeyBank National Association
245
KeyBank National Association
Ohio
$38.1M
II
246
IFM Investors
Australia
$37.8M
MSV
247
MN Services Vermogensbeheer
Netherlands
$37.7M
Focus Partners Wealth
248
Focus Partners Wealth
Massachusetts
$37.6M
LCP
249
LGT Capital Partners
Switzerland
$37M
HIMC
250
Heritage Investors Management Corp
Maryland
$36.8M