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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
FNBT
351
FineMark National Bank & Trust
Florida
$21.4M
Allspring Global Investments
352
Allspring Global Investments
North Carolina
$21.3M
NIM
353
Nexus Investment Management
Ontario, Canada
$21M
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$20.9M
SOADOR
355
State of Alaska Department of Revenue
Alaska
$20.8M
CRC
356
Curi RMB Capital
Illinois
$20.6M
OHIS
357
Oak Harvest Investment Services
Texas
$20.4M
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$20.3M
CAL
359
Capital Analysts LLC
Pennsylvania
$20.1M
AIP
360
ARS Investment Partners
New York
$20M
FDCDDQ
361
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9M
PP
362
Prudential plc
United Kingdom
$19.8M
GI
363
GAMCO Investors
Connecticut
$19.7M
MAM
364
Madison Asset Management
Wisconsin
$19.6M
PAM
365
Panagora Asset Management
Massachusetts
$19.4M
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$19.4M
GAM
367
Generali Asset Management
Italy
$19.2M
DZ Bank
368
DZ Bank
Germany
$18.8M
NPT
369
Nixon Peabody Trust
Massachusetts
$18.6M
AAIS
370
ABN AMRO Investment Solutions
$18M
KAS
371
Kestra Advisory Services
Texas
$18M
BF
372
BOK Financial
Oklahoma
$17.8M
EMPI
373
Elo Mutual Pension Insurance
Finland
$17.7M
BCM
374
BTC Capital Management
Iowa
$17.7M
P
375
&Partners
Tennessee
$17.5M