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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
CIS
351
Connors Investor Services
Pennsylvania
$21.6M -$5.41M -36,671 -21%
FNBT
352
FineMark National Bank & Trust
Florida
$21.4M -$593K -4,014 -3%
Allspring Global Investments
353
Allspring Global Investments
North Carolina
$21.3M +$2.58M +17,469 +15%
OAM
354
OP Asset Management
$21M +$349K +2,361 +2%
NIM
355
Nexus Investment Management
Ontario, Canada
$21M -$1.43M -9,674 -7%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$20.9M +$135K +915 +0.7%
SOADOR
357
State of Alaska Department of Revenue
Alaska
$20.8M -$1.22M -8,262 -6%
CRC
358
Curi RMB Capital
Illinois
$20.6M -$3.81M -25,803 -17%
OHIS
359
Oak Harvest Investment Services
Texas
$20.4M -$413K -2,794 -2%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$20.3M +$1.36M +9,199 +8%
CAL
361
Capital Analysts LLC
Pennsylvania
$20.1M +$431K +2,918 +2%
AIP
362
ARS Investment Partners
New York
$20M -$655K -4,435 -3%
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9M +$1.31M +8,848 +8%
PP
364
Prudential plc
United Kingdom
$19.8M -$2.91M -19,691 -14%
GI
365
GAMCO Investors
Connecticut
$19.7M -$2.29M -15,488 -11%
MAM
366
Madison Asset Management
Wisconsin
$19.6M -$3.41M -23,095 -16%
PAM
367
Panagora Asset Management
Massachusetts
$19.4M -$859K -5,817 -5%
Pacer Advisors
368
Pacer Advisors
Pennsylvania
$19.4M +$362K +2,453 +2%
GAM
369
Generali Asset Management
Italy
$19.2M +$547K +3,706 +3%
DZ Bank
370
DZ Bank
Germany
$18.8M -$21.5M -145,290 -55%
NPT
371
Nixon Peabody Trust
Massachusetts
$18.6M +$4.58K +31 +0%
AAIS
372
ABN AMRO Investment Solutions
$18M +$5.77M +39,104 +53%
KAS
373
Kestra Advisory Services
Texas
$18M +$351K +2,380 +2%
BF
374
BOK Financial
Oklahoma
$17.8M -$600K -4,065 -4%
EMPI
375
Elo Mutual Pension Insurance
Finland
$17.7M -$218K -1,476 -1%