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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
CM
401
Castleark Management
Illinois
$14.3M
BCI
402
Brinker Capital Investments
Pennsylvania
$14.2M
AF
403
Avanza Fonder
Sweden
$14.2M
A
404
Allianz
Germany
$14.1M
LBC
405
Lowe Brockenbrough & Co
Virginia
$14.1M
PEAK6
406
PEAK6
Illinois
$13.9M
CWM
407
Calamos Wealth Management
Illinois
$13.9M
FMI
408
F/M Investments
District of Columbia
$13.8M
BPC
409
Banque Pictet & Cie
Switzerland
$13.5M
DCM
410
Dupont Capital Management
Delaware
$13.5M
MSU
411
Mizuho Securities USA
New York
$13.3M
Nomura Holdings
412
Nomura Holdings
Japan
$13.3M
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$13.2M
GFG
414
Greystone Financial Group
Michigan
$13.1M
Hudson Bay Capital Management
415
Hudson Bay Capital Management
Connecticut
$13.1M
LI
416
LMCG Investments
Massachusetts
$13.1M
BCV
417
Banque Cantonale Vaudoise
Switzerland
$13M
EARNEST Partners
418
EARNEST Partners
Georgia
$13M
AWM
419
Apollon Wealth Management
South Carolina
$13M
GAB
420
German American Bancorp
Indiana
$12.9M
MIG
421
McGuire Investment Group
Rhode Island
$12.8M
PAG
422
Private Advisor Group
New Jersey
$12.8M
LS
423
Livforsakringsbolaget Skandia
Sweden
$12.7M
Eagle Capital Management (New York)
424
Eagle Capital Management (New York)
New York
$12.7M
AAM
425
Advisors Asset Management
Colorado
$12.6M