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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
JCM
376
Janney Capital Management
Pennsylvania
$17.5M
LWM
377
Lyell Wealth Management
California
$17.3M
Envestnet Portfolio Solutions
378
Envestnet Portfolio Solutions
Illinois
$17.2M
BMSSC
379
B. Metzler seel. Sohn & Co
Germany
$17.2M
PE
380
Point72 Europe
United Kingdom
$17M
HTC
381
Haverford Trust Company
Pennsylvania
$17M
LFAS
382
Level Four Advisory Services
Texas
$16.5M
IMRF
383
Illinois Municipal Retirement Fund
Illinois
$16.5M
NRC
384
New Republic Capital
North Carolina
$16.3M
GHA
385
GW Henssler & Associates
Georgia
$16.2M
VFM
386
Viking Fund Management
North Dakota
$16.2M
SIG
387
Stonegate Investment Group
Alabama
$16.2M
CF
388
Covea Finance
France
$15.9M
SPIA
389
Steward Partners Investment Advisory
New York
$15.8M
BAMF
390
BI Asset Management Fondsmaeglerselskab
Denmark
$15.7M
HR
391
Howe & Rusling
New York
$15.5M
BBI
392
Baxter Bros Inc
Connecticut
$15.4M
CA
393
Cornerstone Advisors
North Carolina
$15.1M
FA
394
Fiduciary Alliance
South Carolina
$15.1M
JG
395
Jain Global
New York
$15M
Walleye Capital
396
Walleye Capital
New York
$15M
HNB
397
Huntington National Bank
Ohio
$14.9M
CWP
398
Cyndeo Wealth Partners
Florida
$14.8M
AAIM
399
American Assets Investment Management
California
$14.6M
KA
400
Kintegral Advisory
New York
$14.6M