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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
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$25.5M -$1.21M -8,198 -5%
CCM
327
Copeland Capital Management
Pennsylvania
$25.4M -$1.15M -7,767 -5%
PAI
328
Pittenger & Anderson Inc
Nebraska
$25.3M -$7.68K -52 -0%
Wealthfront Advisers
329
Wealthfront Advisers
California
$25M +$868K +5,876 +4%
AV
330
ASR Vermogensbeheer
Netherlands
$25M -$126K -854 -0.5%
YCM
331
Yousif Capital Management
Michigan
$24.8M -$1.64M -11,119 -7%
KPWS
332
Kestra Private Wealth Services
Texas
$24.6M +$1.28M +8,689 +6%
NA
333
NewEdge Advisors
Louisiana
$24.5M +$651K +4,410 +3%
ATC
334
Argent Trust Co
Tennessee
$24.5M +$2.21M +14,943 +11%
BM
335
Bridger Management
New York
$24.4M
NIM
336
NEOS Investment Management
Connecticut
$24.3M +$7.41M +50,181 +49%
AP
337
Appleton Partners
Massachusetts
$24.3M -$291K -1,973 -1%
William Blair & Company
338
William Blair & Company
Illinois
$24.3M -$154K -1,045 -0.7%
MOACM
339
Mutual of America Capital Management
New York
$24.2M -$1.59M -10,744 -7%
WB
340
WesBanco Bank
West Virginia
$23.8M -$1.29M -8,751 -6%
NAM
341
Nissay Asset Management
Japan
$23.8M +$31.6K +214 +0.1%
TIAA Trust, National Association
342
TIAA Trust, National Association
North Carolina
$23.4M +$215K +1,457 +1%
NIG
343
NFJ Investment Group
Texas
$22.9M -$3.04M -20,566 -12%
DILIC
344
Dai-ichi Life Insurance Company
Japan
$22.9M +$4.27M +28,922 +25%
GIM
345
Glenmede Investment Management
Pennsylvania
$22.8M -$226K -1,530 -1%
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$22.7M -$2.7M -18,259 -11%
TCM
347
Telos Capital Management
California
$22.5M -$316K -2,139 -1%
Mirae Asset Global ETFs Holdings
348
Mirae Asset Global ETFs Holdings
Hong Kong
$22.4M -$2.56M -17,332 -11%
OPERF
349
Oregon Public Employees Retirement Fund
Oregon
$22.1M +$4.71M +31,906 +30%
IC
350
IEQ Capital
California
$21.8M +$9.42M +63,795 +87%