MS icon

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
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$17.2M
BMSSC
377
B. Metzler seel. Sohn & Co
Germany
$17.2M
PE
378
Point72 Europe
United Kingdom
$17M
HTC
379
Haverford Trust Company
Pennsylvania
$17M
LFAS
380
Level Four Advisory Services
Texas
$16.5M
IMRF
381
Illinois Municipal Retirement Fund
Illinois
$16.5M
NRC
382
New Republic Capital
North Carolina
$16.3M
VFM
383
Viking Fund Management
North Dakota
$16.2M
SIG
384
Stonegate Investment Group
Alabama
$16.2M
CF
385
Covea Finance
France
$15.9M
SPIA
386
Steward Partners Investment Advisory
New York
$15.8M
BAMF
387
BI Asset Management Fondsmaeglerselskab
Denmark
$15.7M
HR
388
Howe & Rusling
New York
$15.5M
BBI
389
Baxter Bros Inc
Connecticut
$15.4M
CA
390
Cornerstone Advisors
North Carolina
$15.1M
FA
391
Fiduciary Alliance
South Carolina
$15.1M
JG
392
Jain Global
New York
$15M
Walleye Capital
393
Walleye Capital
New York
$15M
HNB
394
Huntington National Bank
Ohio
$14.9M
CWP
395
Cyndeo Wealth Partners
Florida
$14.8M
AAIM
396
American Assets Investment Management
California
$14.6M
KA
397
Kintegral Advisory
New York
$14.6M
AAP
398
Arax Advisory Partners
Colorado
$14.5M
Grantham, Mayo, Van Otterloo & Co (GMO)
399
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.5M
CM
400
Castleark Management
Illinois
$14.3M