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Morgan Stanley

2,230 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 873 increasing their positions, 803 reducing their positions, and 110 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: 873 | Existing positions reduced: 803

0.98% less ownership

Funds ownership: 84.31%83.33% (-0.98%)

30% less call options, than puts

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

Holders
2,230
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
PAI
326
Pittenger & Anderson Inc
Nebraska
$25.3M
Wealthfront Advisers
327
Wealthfront Advisers
California
$25M
AV
328
ASR Vermogensbeheer
Netherlands
$25M
YCM
329
Yousif Capital Management
Michigan
$24.8M
KPWS
330
Kestra Private Wealth Services
Texas
$24.6M
NA
331
NewEdge Advisors
Louisiana
$24.5M
ATC
332
Argent Trust Co
Tennessee
$24.5M
BM
333
Bridger Management
New York
$24.4M
NIM
334
NEOS Investment Management
Connecticut
$24.3M
AP
335
Appleton Partners
Massachusetts
$24.3M
William Blair & Company
336
William Blair & Company
Illinois
$24.3M
MOACM
337
Mutual of America Capital Management
New York
$24.2M
WB
338
WesBanco Bank
West Virginia
$23.8M
NAM
339
Nissay Asset Management
Japan
$23.8M
TIAA Trust, National Association
340
TIAA Trust, National Association
North Carolina
$23.4M
NIG
341
NFJ Investment Group
Texas
$22.9M
DILIC
342
Dai-ichi Life Insurance Company
Japan
$22.9M
GIM
343
Glenmede Investment Management
Pennsylvania
$22.8M
Cambridge Investment Research Advisors
344
Cambridge Investment Research Advisors
Iowa
$22.7M
TCM
345
Telos Capital Management
California
$22.5M
Mirae Asset Global ETFs Holdings
346
Mirae Asset Global ETFs Holdings
Hong Kong
$22.4M
OPERF
347
Oregon Public Employees Retirement Fund
Oregon
$22.1M
IC
348
IEQ Capital
California
$21.8M
CIS
349
Connors Investor Services
Pennsylvania
$21.6M
FNBT
350
FineMark National Bank & Trust
Florida
$21.4M