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Morgan Stanley

2,230 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 873 increasing their positions, 803 reducing their positions, and 110 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: 873 | Existing positions reduced: 803

0.98% less ownership

Funds ownership: 84.31%83.33% (-0.98%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,230
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
Allspring Global Investments
351
Allspring Global Investments
North Carolina
$21.3M
NIM
352
Nexus Investment Management
Ontario, Canada
$21M
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$20.9M
SOADOR
354
State of Alaska Department of Revenue
Alaska
$20.8M
CRC
355
Curi RMB Capital
Illinois
$20.6M
OHIS
356
Oak Harvest Investment Services
Texas
$20.4M
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$20.3M
CAL
358
Capital Analysts LLC
Pennsylvania
$20.1M
AIP
359
ARS Investment Partners
New York
$20M
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9M
PP
361
Prudential plc
United Kingdom
$19.8M
GI
362
GAMCO Investors
Connecticut
$19.7M
MAM
363
Madison Asset Management
Wisconsin
$19.6M
PAM
364
Panagora Asset Management
Massachusetts
$19.4M
Pacer Advisors
365
Pacer Advisors
Pennsylvania
$19.4M
GAM
366
Generali Asset Management
Italy
$19.2M
DZ Bank
367
DZ Bank
Germany
$18.8M
NPT
368
Nixon Peabody Trust
Massachusetts
$18.6M
AAIS
369
ABN AMRO Investment Solutions
$18M
KAS
370
Kestra Advisory Services
Texas
$18M
BF
371
BOK Financial
Oklahoma
$17.8M
EMPI
372
Elo Mutual Pension Insurance
Finland
$17.7M
BCM
373
BTC Capital Management
Iowa
$17.7M
P
374
&Partners
Tennessee
$17.5M
JCM
375
Janney Capital Management
Pennsylvania
$17.5M