MS icon

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
Wealthfront Advisers
326
Wealthfront Advisers
California
$25M
AV
327
ASR Vermogensbeheer
Netherlands
$25M
YCM
328
Yousif Capital Management
Michigan
$24.8M
KPWS
329
Kestra Private Wealth Services
Texas
$24.6M
NA
330
NewEdge Advisors
Louisiana
$24.5M
ATC
331
Argent Trust Co
Tennessee
$24.5M
BM
332
Bridger Management
New York
$24.4M
NIM
333
NEOS Investment Management
Connecticut
$24.3M
AP
334
Appleton Partners
Massachusetts
$24.3M
William Blair & Company
335
William Blair & Company
Illinois
$24.3M
MOACM
336
Mutual of America Capital Management
New York
$24.2M
WB
337
WesBanco Bank
West Virginia
$23.8M
NAM
338
Nissay Asset Management
Japan
$23.8M
TIAA Trust, National Association
339
TIAA Trust, National Association
North Carolina
$23.4M
NIG
340
NFJ Investment Group
Texas
$22.9M
DILIC
341
Dai-ichi Life Insurance Company
Japan
$22.9M
GIM
342
Glenmede Investment Management
Pennsylvania
$22.8M
Cambridge Investment Research Advisors
343
Cambridge Investment Research Advisors
Iowa
$22.7M
TCM
344
Telos Capital Management
California
$22.5M
Mirae Asset Global ETFs Holdings
345
Mirae Asset Global ETFs Holdings
Hong Kong
$22.4M
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$22.1M
IC
347
IEQ Capital
California
$21.8M
CIS
348
Connors Investor Services
Pennsylvania
$21.6M
FNBT
349
FineMark National Bank & Trust
Florida
$21.4M
Allspring Global Investments
350
Allspring Global Investments
North Carolina
$21.3M