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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
AB
251
Amalgamated Bank
New York
$36.3M
Kovitz Investment Group Partners
252
Kovitz Investment Group Partners
Illinois
$36.1M
BCAM
253
Boston Common Asset Management
Massachusetts
$36.1M
EF
254
Empowered Funds
Pennsylvania
$36M
MCM
255
Maple Capital Management
Vermont
$35.8M
IMPI
256
Ilmarinen Mutual Pension Insurance
Finland
$35.6M
First Manhattan
257
First Manhattan
New York
$35.6M
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$35.3M
CI
259
Conning Inc
Connecticut
$35M
CGH
260
Crossmark Global Holdings
Texas
$34.5M
CIC
261
Chilton Investment Company
Connecticut
$34.4M
PL
262
Perpetual Ltd
Australia
$34.3M
GF
263
Gabelli Funds
New York
$34.2M
VMPIC
264
Varma Mutual Pension Insurance Co
Finland
$33.9M
FMLI
265
Fukoku Mutual Life Insurance
Japan
$33.3M
Credit Agricole
266
Credit Agricole
France
$33.1M
ECM
267
ExodusPoint Capital Management
New York
$33.1M
QCM
268
QRG Capital Management
Illinois
$33.1M
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$32.9M
ACL
270
Azora Capital LP
Florida
$32.7M
TWC
271
TD Waterhouse Canada
Ontario, Canada
$32.7M
C
272
Certuity
Florida
$32.4M
UIM
273
USS Investment Management
United Kingdom
$32.3M
HF
274
HRT Financial
New York
$31.8M
JPMIA
275
J.P. Marvel Investment Advisors
Massachusetts
$31.5M