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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
BTW
301
Boston Trust Walden
Massachusetts
$28.5M +$4.54M +30,765 +21%
Vontobel Holding
302
Vontobel Holding
Switzerland
$28.4M -$20M -135,153 -43%
NYLIM
303
New York Life Investment Management
New York
$28.1M -$1.15M -7,790 -4%
PMAM
304
Picton Mahoney Asset Management
Ontario, Canada
$27.9M -$27.6K -187 -0.1%
BCIM
305
British Columbia Investment Management
British Columbia, Canada
$27.4M -$2.66M -18,021 -9%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$27.4M +$56.4K +382 +0.2%
Lazard Asset Management
307
Lazard Asset Management
New York
$27.3M +$4.13M +27,980 +19%
FAM
308
Fred Alger Management
New York
$27.1M -$833K -5,639 -3%
VC
309
Vestor Capital
Illinois
$27.1M +$25M +169,238 +12,219%
X
310
Xponance
Pennsylvania
$27M -$1.3M -8,810 -5%
TAF
311
Tredje AP-fonden
Sweden
$26.7M +$24.8M +167,762 New
IP
312
Interval Partners
New York
$26.5M +$14.3M +97,038 +139%
CBU
313
CIBC Bancorp USA
Illinois
$26.5M +$24.6M +166,854 New
UB
314
UMB Bank
Missouri
$26.4M -$991K -6,709 -4%
Brown Advisory
315
Brown Advisory
Maryland
$26.4M +$175K +1,188 +0.7%
SCM
316
SCS Capital Management
Massachusetts
$26.2M -$213K -1,442 -0.9%
Parallax Volatility Advisers
317
Parallax Volatility Advisers
California
$26.2M +$24.3M +164,861 New
SA
318
Sanctuary Advisors
Indiana
$26M +$868K +5,875 +4%
AHB
319
Abner Herrman & Brock
New Jersey
$26M +$12.3K +83 +0.1%
MT
320
Midwest Trust
Kansas
$25.9M +$3.72M +25,217 +18%
HIP
321
HUB Investment Partners
Texas
$25.8M -$2.92M -19,748 -11%
MCM
322
MAI Capital Management
Ohio
$25.7M -$102K -688 -0.4%
AssetMark Inc
323
AssetMark Inc
California
$25.6M -$1.2M -8,157 -5%
BBVA
324
Banco Bilbao Vizcaya Argentaria
Spain
$25.6M -$1.46M -9,914 -6%
WP
325
Woodline Partners
California
$25.5M +$3.95M +26,718 +20%