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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
AAP
401
Arax Advisory Partners
Colorado
$14.5M
Grantham, Mayo, Van Otterloo & Co (GMO)
402
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.5M
CM
403
Castleark Management
Illinois
$14.3M
BCI
404
Brinker Capital Investments
Pennsylvania
$14.2M
AF
405
Avanza Fonder
Sweden
$14.2M
A
406
Allianz
Germany
$14.1M
LBC
407
Lowe Brockenbrough & Co
Virginia
$14.1M
PEAK6
408
PEAK6
Illinois
$13.9M
CWM
409
Calamos Wealth Management
Illinois
$13.9M
FMI
410
F/M Investments
District of Columbia
$13.8M
BPC
411
Banque Pictet & Cie
Switzerland
$13.5M
DCM
412
Dupont Capital Management
Delaware
$13.5M
MSU
413
Mizuho Securities USA
New York
$13.3M
Nomura Holdings
414
Nomura Holdings
Japan
$13.3M
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$13.2M
GFG
416
Greystone Financial Group
Michigan
$13.1M
Hudson Bay Capital Management
417
Hudson Bay Capital Management
Connecticut
$13.1M
LI
418
LMCG Investments
Massachusetts
$13.1M
LSA
419
Leonteq Securities AG
Switzerland
$13.1M
BCV
420
Banque Cantonale Vaudoise
Switzerland
$13M
EARNEST Partners
421
EARNEST Partners
Georgia
$13M
AWM
422
Apollon Wealth Management
South Carolina
$13M
GAB
423
German American Bancorp
Indiana
$12.9M
MIG
424
McGuire Investment Group
Rhode Island
$12.8M
PAG
425
Private Advisor Group
New Jersey
$12.8M