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Morgan Stanley

2,258 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 887 increasing their positions, 813 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 109

11% more capital invested

Capital invested by funds: $191B → $212B (+$21.2B)

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

2% more funds holding

Funds holding: 2,2042,258 (+54)

9% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 813

0.85% less ownership

Funds ownership: 84.37%83.52% (-0.85%)

30% less call options, than puts

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

Holders
2,258
Holders Change
+54
Holders Change %
+2.45%
% of All Funds
29.64%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.64%
New
193
Increased
887
Reduced
813
Closed
109
Calls
$3.31B
Puts
$4.71B
Net Calls
-$1.4B
Net Calls Change
-$559M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$43.9M +$3.26M +22,061 +9%
AM
227
AGF Management
Ontario, Canada
$43.6M -$16.5M -111,606 -29%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$43.4M +$3.49M +23,633 +9%
Skandinaviska Enskilda Banken (SEB)
229
Skandinaviska Enskilda Banken (SEB)
Sweden
$42.7M -$1.04M -7,058 -3%
MAA
230
Matrix Asset Advisors
New York
$42.7M -$161K -1,087 -0.4%
CII
231
Capital International Inc
California
$42.6M +$8.48M +57,404 +27%
AIM
232
Achmea Investment Management
Netherlands
$42.3M +$14.7M +99,736 +60%
BCP
233
Blue Chip Partners
Michigan
$41.8M -$867K -5,870 -2%
Public Sector Pension Investment Board (PSP Investments)
234
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.6M +$1.09M +7,355 +3%
MLL
235
Moody Lynn & Lieberson
Massachusetts
$41.6M +$1.28M +8,696 +3%
FAF
236
Första AP-fonden
Sweden
$41.3M +$14.8K +100 +0%
BG
237
Bollard Group
Massachusetts
$41.2M +$2M +13,541 +6%
SFA
238
Sequoia Financial Advisors
Ohio
$41.2M +$8.73M +59,093 +30%
SC
239
Samlyn Capital
New York
$40.5M +$37.6M +254,572 New
Cerity Partners
240
Cerity Partners
New York
$40.1M +$2.24M +15,175 +6%
Lido Advisors
241
Lido Advisors
California
$40.1M +$13.9M +93,859 +59%
ACA
242
Aptus Capital Advisors
Alabama
$39.5M +$1.99M +13,446 +6%
EAM
243
Erste Asset Management
Austria
$39.5M -$283K -1,915 -0.8%
ProShare Advisors
244
ProShare Advisors
Maryland
$38.8M -$4.54M -30,743 -11%
PHAM
245
Pacific Heights Asset Management
California
$38.2M +$4.43M +30,000 +14%
KeyBank National Association
246
KeyBank National Association
Ohio
$38.1M -$321K -2,172 -0.9%
II
247
IFM Investors
Australia
$37.8M -$243K -1,648 -0.7%
MSV
248
MN Services Vermogensbeheer
Netherlands
$37.7M +$842K +5,700 +2%
Focus Partners Wealth
249
Focus Partners Wealth
Massachusetts
$37.6M +$578K +3,915 +2%
LCP
250
LGT Capital Partners
Switzerland
$37M -$13.9M -94,018 -29%