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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
CCM
326
Copeland Capital Management
Pennsylvania
$25.4M
PAI
327
Pittenger & Anderson Inc
Nebraska
$25.3M
Wealthfront Advisers
328
Wealthfront Advisers
California
$25M
AV
329
ASR Vermogensbeheer
Netherlands
$25M
YCM
330
Yousif Capital Management
Michigan
$24.8M
KPWS
331
Kestra Private Wealth Services
Texas
$24.6M
NA
332
NewEdge Advisors
Louisiana
$24.5M
ATC
333
Argent Trust Co
Tennessee
$24.5M
BM
334
Bridger Management
New York
$24.4M
NIM
335
NEOS Investment Management
Connecticut
$24.3M
AP
336
Appleton Partners
Massachusetts
$24.3M
William Blair & Company
337
William Blair & Company
Illinois
$24.3M
MOACM
338
Mutual of America Capital Management
New York
$24.2M
WB
339
WesBanco Bank
West Virginia
$23.8M
NAM
340
Nissay Asset Management
Japan
$23.8M
TIAA Trust, National Association
341
TIAA Trust, National Association
North Carolina
$23.4M
NIG
342
NFJ Investment Group
Texas
$22.9M
DILIC
343
Dai-ichi Life Insurance Company
Japan
$22.9M
GIM
344
Glenmede Investment Management
Pennsylvania
$22.8M
Cambridge Investment Research Advisors
345
Cambridge Investment Research Advisors
Iowa
$22.7M
TCM
346
Telos Capital Management
California
$22.5M
Mirae Asset Global ETFs Holdings
347
Mirae Asset Global ETFs Holdings
Hong Kong
$22.4M
OPERF
348
Oregon Public Employees Retirement Fund
Oregon
$22.1M
IC
349
IEQ Capital
California
$21.8M
CIS
350
Connors Investor Services
Pennsylvania
$21.6M