MS icon

Morgan Stanley

2,224 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, 869 increasing their positions, 802 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:

8% more repeat investments, than reductions

Existing positions increased: 869 | 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
2,224
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
HWM
426
HB Wealth Management
Georgia
$12.4M
HIC
427
Hartline Investment Corp
Illinois
$12.3M
OLA
428
Oliver Luxxe Assets
New Jersey
$12.3M
VIM
429
Vinva Investment Management
Australia
$12.3M
PFP
430
Pinnacle Financial Partners
Tennessee
$12.1M
WIA
431
Westbourne Investment Advisors
Maryland
$12M
GWM
432
Geneos Wealth Management
Colorado
$11.9M
AI
433
Atria Investments
North Carolina
$11.8M
OAC
434
OMERS Administration Corp
Ontario, Canada
$11.8M
IIM
435
Intact Investment Management
Quebec, Canada
$11.7M
CCM
436
Coldstream Capital Management
Washington
$11.5M
DADC
437
D.A. Davidson & Co
Montana
$11.5M
KRS
438
Kentucky Retirement Systems
Kentucky
$11.5M
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$11.5M
AG
440
Advocate Group
Minnesota
$11.5M
SPG
441
Strategic Planning Group
Utah
$11.4M
HIMCH
442
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M
HC
443
Hourglass Capital
Texas
$11.3M
RT
444
Rockland Trust
Massachusetts
$11.2M
SCM
445
Shelton Capital Management
Colorado
$11.2M
DA
446
DCM Advisors
New York
$11.1M
AIMC
447
Alley Investment Management Company
Illinois
$11.1M
CFG
448
Citizens Financial Group
Rhode Island
$11.1M
LG
449
Leuthold Group
Minnesota
$11.1M
NB
450
Norinchukin Bank
Japan
$11M