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
BCI
401
Brinker Capital Investments
Pennsylvania
$14.2M
AF
402
Avanza Fonder
Sweden
$14.2M
A
403
Allianz
Germany
$14.1M
LBC
404
Lowe Brockenbrough & Co
Virginia
$14.1M
PEAK6
405
PEAK6
Illinois
$13.9M
CWM
406
Calamos Wealth Management
Illinois
$13.9M
FMI
407
F/M Investments
District of Columbia
$13.8M
BPC
408
Banque Pictet & Cie
Switzerland
$13.5M
DCM
409
Dupont Capital Management
Delaware
$13.5M
MSU
410
Mizuho Securities USA
New York
$13.3M
Nomura Holdings
411
Nomura Holdings
Japan
$13.3M
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$13.2M
GFG
413
Greystone Financial Group
Michigan
$13.1M
Hudson Bay Capital Management
414
Hudson Bay Capital Management
Connecticut
$13.1M
LI
415
LMCG Investments
Massachusetts
$13.1M
BCV
416
Banque Cantonale Vaudoise
Switzerland
$13M
EARNEST Partners
417
EARNEST Partners
Georgia
$13M
AWM
418
Apollon Wealth Management
South Carolina
$13M
GAB
419
German American Bancorp
Indiana
$12.9M
MIG
420
McGuire Investment Group
Rhode Island
$12.8M
PAG
421
Private Advisor Group
New Jersey
$12.8M
LS
422
Livforsakringsbolaget Skandia
Sweden
$12.7M
Eagle Capital Management (New York)
423
Eagle Capital Management (New York)
New York
$12.7M
AAM
424
Advisors Asset Management
Colorado
$12.6M
FLPIM
425
F.L. Putnam Investment Management
Massachusetts
$12.4M