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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
NYLIM
301
New York Life Investment Management
New York
$28.1M
PMAM
302
Picton Mahoney Asset Management
Ontario, Canada
$27.9M
BCIM
303
British Columbia Investment Management
British Columbia, Canada
$27.4M
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$27.4M
Lazard Asset Management
305
Lazard Asset Management
New York
$27.3M
FAM
306
Fred Alger Management
New York
$27.1M
VC
307
Vestor Capital
Illinois
$27.1M
X
308
Xponance
Pennsylvania
$27M
TAF
309
Tredje AP-fonden
Sweden
$26.7M
IP
310
Interval Partners
New York
$26.5M
CBU
311
CIBC Bancorp USA
Illinois
$26.5M
UB
312
UMB Bank
Missouri
$26.4M
Brown Advisory
313
Brown Advisory
Maryland
$26.4M
SCM
314
SCS Capital Management
Massachusetts
$26.2M
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
$26.2M
AHB
316
Abner Herrman & Brock
New Jersey
$26M
MT
317
Midwest Trust
Kansas
$25.9M
HIP
318
HUB Investment Partners
Texas
$25.8M
MCM
319
MAI Capital Management
Ohio
$25.7M
AssetMark Inc
320
AssetMark Inc
California
$25.6M
BBVA
321
Banco Bilbao Vizcaya Argentaria
Spain
$25.6M
WP
322
Woodline Partners
California
$25.5M
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$25.5M
CCM
324
Copeland Capital Management
Pennsylvania
$25.4M
PAI
325
Pittenger & Anderson Inc
Nebraska
$25.3M