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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
NIM
351
Nexus Investment Management
Ontario, Canada
$21M
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$20.9M
SOADOR
353
State of Alaska Department of Revenue
Alaska
$20.8M
CRC
354
Curi RMB Capital
Illinois
$20.6M
OHIS
355
Oak Harvest Investment Services
Texas
$20.4M
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$20.3M
CAL
357
Capital Analysts LLC
Pennsylvania
$20.1M
AIP
358
ARS Investment Partners
New York
$20M
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9M
PP
360
Prudential plc
United Kingdom
$19.8M
GI
361
GAMCO Investors
Connecticut
$19.7M
MAM
362
Madison Asset Management
Wisconsin
$19.6M
PAM
363
Panagora Asset Management
Massachusetts
$19.4M
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$19.4M
GAM
365
Generali Asset Management
Italy
$19.2M
DZ Bank
366
DZ Bank
Germany
$18.8M
NPT
367
Nixon Peabody Trust
Massachusetts
$18.6M
AAIS
368
ABN AMRO Investment Solutions
$18M
KAS
369
Kestra Advisory Services
Texas
$18M
BF
370
BOK Financial
Oklahoma
$17.8M
EMPI
371
Elo Mutual Pension Insurance
Finland
$17.7M
BCM
372
BTC Capital Management
Iowa
$17.7M
P
373
&Partners
Tennessee
$17.5M
JCM
374
Janney Capital Management
Pennsylvania
$17.5M
LWM
375
Lyell Wealth Management
California
$17.3M