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Morgan Stanley

2,223 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, 802 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:

8% more repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 802

0.94% less ownership

Funds ownership: 84.26%83.32% (-0.94%)

30% less call options, than puts

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

Holders
2,223
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
LCM
276
LVM Capital Management
Michigan
$31.3M
VWM
277
Valley Wealth Managers
New Jersey
$31.1M
B
278
Bailard
California
$31.1M
FAF
279
Fjarde Ap-fonden
Sweden
$30.9M
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$30.6M
SC
281
Scotia Capital
Ontario, Canada
$30.6M
HP
282
Hosking Partners
United Kingdom
$30.5M
PR
283
Payden & Rygel
California
$30.3M
JAM
284
Jupiter Asset Management
United Kingdom
$30.3M
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$30.3M
URS
286
Utah Retirement Systems
Utah
$30.2M
VPIM
287
Vanguard Personalized Indexing Management
California
$29.6M
PFSRSONJ
288
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.6M
EI
289
Ethic Inc
New York
$29.5M
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$29.4M
HPG
291
Harvest Portfolios Group
Ontario, Canada
$29.2M
Twin Tree Management
292
Twin Tree Management
Texas
$29M
MIFH
293
Migdal Insurance & Financial Holdings
Israel
$28.9M
Diamond Hill Capital Management
294
Diamond Hill Capital Management
Ohio
$28.8M
LIP
295
Lighthouse Investment Partners
Florida
$28.8M
Pathstone Holdings
296
Pathstone Holdings
New Jersey
$28.7M
NAM
297
NorthCrest Asset Manangement
Minnesota
$28.6M
N
298
Natixis
France
$28.5M
BTW
299
Boston Trust Walden
Massachusetts
$28.5M
Vontobel Holding
300
Vontobel Holding
Switzerland
$28.4M