We are live on ! Find out more
MS icon

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
BCM
376
BTC Capital Management
Iowa
$17.7M +$304K +2,056 +2%
P
377
&Partners
Tennessee
$17.5M +$5.61M +37,984 +52%
JCM
378
Janney Capital Management
Pennsylvania
$17.5M -$468K -3,171 -3%
LWM
379
Lyell Wealth Management
California
$17.3M +$76.5K +518 +0.5%
Envestnet Portfolio Solutions
380
Envestnet Portfolio Solutions
Illinois
$17.2M -$2M -13,577 -11%
BMSSC
381
B. Metzler seel. Sohn & Co
Germany
$17.2M -$1.25M -8,454 -7%
PE
382
Point72 Europe
United Kingdom
$17M +$15.5M +104,916 +4,996%
HTC
383
Haverford Trust Company
Pennsylvania
$17M +$601K +4,073 +4%
LFAS
384
Level Four Advisory Services
Texas
$16.5M -$536K -3,628 -3%
IMRF
385
Illinois Municipal Retirement Fund
Illinois
$16.5M +$890K +6,025 +6%
NRC
386
New Republic Capital
North Carolina
$16.3M +$15.5K +105 +0.1%
GHA
387
GW Henssler & Associates
Georgia
$16.2M -$203K -1,372 -1%
VFM
388
Viking Fund Management
North Dakota
$16.2M
SIG
389
Stonegate Investment Group
Alabama
$16.2M +$113K +765 +0.8%
CF
390
Covea Finance
France
$15.9M +$7.63M +51,700 +107%
SPIA
391
Steward Partners Investment Advisory
New York
$15.8M +$627K +4,247 +4%
BAMF
392
BI Asset Management Fondsmaeglerselskab
Denmark
$15.7M +$2.43M +16,471 +20%
HR
393
Howe & Rusling
New York
$15.5M +$212K +1,436 +1%
BBI
394
Baxter Bros Inc
Connecticut
$15.4M +$164K +1,114 +1%
CA
395
Cornerstone Advisors
North Carolina
$15.1M
FA
396
Fiduciary Alliance
South Carolina
$15.1M -$544K -3,683 -4%
JG
397
Jain Global
New York
$15M +$13.9M +94,433 New
Walleye Capital
398
Walleye Capital
New York
$15M +$6.5M +44,024 +88%
HNB
399
Huntington National Bank
Ohio
$14.9M +$5.68M +38,499 +69%
CWP
400
Cyndeo Wealth Partners
Florida
$14.8M -$475K -3,216 -3%