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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
JPMIA
276
J.P. Marvel Investment Advisors
Massachusetts
$31.5M
LCM
277
LVM Capital Management
Michigan
$31.3M
VWM
278
Valley Wealth Managers
New Jersey
$31.1M
B
279
Bailard
California
$31.1M
FAF
280
Fjarde Ap-fonden
Sweden
$30.9M
Daiwa Securities Group
281
Daiwa Securities Group
Japan
$30.6M
SC
282
Scotia Capital
Ontario, Canada
$30.6M
HP
283
Hosking Partners
United Kingdom
$30.5M
PR
284
Payden & Rygel
California
$30.3M
JAM
285
Jupiter Asset Management
United Kingdom
$30.3M
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$30.3M
URS
287
Utah Retirement Systems
Utah
$30.2M
VPIM
288
Vanguard Personalized Indexing Management
California
$29.6M
PFSRSONJ
289
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.6M
EI
290
Ethic Inc
New York
$29.5M
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$29.4M
HPG
292
Harvest Portfolios Group
Ontario, Canada
$29.2M
Twin Tree Management
293
Twin Tree Management
Texas
$29M
MIFH
294
Migdal Insurance & Financial Holdings
Israel
$28.9M
Diamond Hill Capital Management
295
Diamond Hill Capital Management
Ohio
$28.8M
LIP
296
Lighthouse Investment Partners
Florida
$28.8M
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$28.7M
NAM
298
NorthCrest Asset Manangement
Minnesota
$28.6M
N
299
Natixis
France
$28.5M
BTW
300
Boston Trust Walden
Massachusetts
$28.5M