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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
LWM
376
Lyell Wealth Management
California
$17.3M
Envestnet Portfolio Solutions
377
Envestnet Portfolio Solutions
Illinois
$17.2M
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$17.2M
PE
379
Point72 Europe
United Kingdom
$17M
HTC
380
Haverford Trust Company
Pennsylvania
$17M
LFAS
381
Level Four Advisory Services
Texas
$16.5M
IMRF
382
Illinois Municipal Retirement Fund
Illinois
$16.5M
NRC
383
New Republic Capital
North Carolina
$16.3M
VFM
384
Viking Fund Management
North Dakota
$16.2M
SIG
385
Stonegate Investment Group
Alabama
$16.2M
CF
386
Covea Finance
France
$15.9M
SPIA
387
Steward Partners Investment Advisory
New York
$15.8M
BAMF
388
BI Asset Management Fondsmaeglerselskab
Denmark
$15.7M
HR
389
Howe & Rusling
New York
$15.5M
BBI
390
Baxter Bros Inc
Connecticut
$15.4M
CA
391
Cornerstone Advisors
North Carolina
$15.1M
FA
392
Fiduciary Alliance
South Carolina
$15.1M
JG
393
Jain Global
New York
$15M
Walleye Capital
394
Walleye Capital
New York
$15M
HNB
395
Huntington National Bank
Ohio
$14.9M
CWP
396
Cyndeo Wealth Partners
Florida
$14.8M
AAIM
397
American Assets Investment Management
California
$14.6M
KA
398
Kintegral Advisory
New York
$14.6M
AAP
399
Arax Advisory Partners
Colorado
$14.5M
Grantham, Mayo, Van Otterloo & Co (GMO)
400
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.5M