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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
HIMC
251
Heritage Investors Management Corp
Maryland
$36.8M -$2.13M -14,440 -6%
SG Americas Securities
252
SG Americas Securities
New York
$36.6M -$17.2M -116,661 -34%
AB
253
Amalgamated Bank
New York
$36.3M -$1.04M -7,074 -3%
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$36.1M -$3.74M -25,306 -10%
BCAM
255
Boston Common Asset Management
Massachusetts
$36.1M +$151K +1,025 +0.5%
EF
256
Empowered Funds
Pennsylvania
$36M +$12.4M +84,143 +59%
MCM
257
Maple Capital Management
Vermont
$35.8M -$1.63M -11,032 -5%
IMPI
258
Ilmarinen Mutual Pension Insurance
Finland
$35.6M -$3.1M -21,000 -9%
First Manhattan
259
First Manhattan
New York
$35.6M +$2.54M +17,191 +8%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$35.3M +$3.6M +24,365 +12%
CI
261
Conning Inc
Connecticut
$35M -$7M -47,399 -18%
CGH
262
Crossmark Global Holdings
Texas
$34.5M +$3.12M +21,151 +11%
CIC
263
Chilton Investment Company
Connecticut
$34.4M +$622K +4,213 +2%
PL
264
Perpetual Ltd
Australia
$34.3M +$31.1M +210,301 +3,946%
GF
265
Gabelli Funds
New York
$34.2M -$656K -4,440 -2%
VMPIC
266
Varma Mutual Pension Insurance Co
Finland
$33.9M +$5.67M +38,400 +22%
FMLI
267
Fukoku Mutual Life Insurance
Japan
$33.3M
Credit Agricole
268
Credit Agricole
France
$33.1M +$30.7M +208,122 New
ECM
269
ExodusPoint Capital Management
New York
$33.1M -$1.51M -10,200 -5%
QCM
270
QRG Capital Management
Illinois
$33.1M -$10.6M -72,116 -26%
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$32.9M +$5.72M +38,718 +23%
ACL
272
Azora Capital LP
Florida
$32.7M +$30.4M +205,630 New
TWC
273
TD Waterhouse Canada
Ontario, Canada
$32.7M -$1.32M -8,918 -4%
C
274
Certuity
Florida
$32.4M +$80.2K +543 +0.3%
UIM
275
USS Investment Management
United Kingdom
$32.3M