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Morgan Stanley

2,251 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, 883 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: 883 | Existing positions reduced: 812

0.85% less ownership

Funds ownership: 84.32%83.46% (-0.85%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,251
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
PAG
426
Private Advisor Group
New Jersey
$12.8M
LS
427
Livforsakringsbolaget Skandia
Sweden
$12.7M
Eagle Capital Management (New York)
428
Eagle Capital Management (New York)
New York
$12.7M
AAM
429
Advisors Asset Management
Colorado
$12.6M
FLPIM
430
F.L. Putnam Investment Management
Massachusetts
$12.4M
HWM
431
HB Wealth Management
Georgia
$12.4M
HIC
432
Hartline Investment Corp
Illinois
$12.3M
OLA
433
Oliver Luxxe Assets
New Jersey
$12.3M
VIM
434
Vinva Investment Management
Australia
$12.3M
PFPT
435
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.1M
WIA
436
Westbourne Investment Advisors
Maryland
$12M
GWM
437
Geneos Wealth Management
Colorado
$11.9M
AI
438
Atria Investments
North Carolina
$11.8M
OAC
439
OMERS Administration Corp
Ontario, Canada
$11.8M
IIM
440
Intact Investment Management
Quebec, Canada
$11.7M
CCM
441
Coldstream Capital Management
Washington
$11.5M
DADC
442
D.A. Davidson & Co
Montana
$11.5M
KRS
443
Kentucky Retirement Systems
Kentucky
$11.5M
Loomis, Sayles & Company
444
Loomis, Sayles & Company
Massachusetts
$11.5M
AG
445
Advocate Group
Minnesota
$11.5M
SPG
446
Strategic Planning Group
Utah
$11.4M
HIMCH
447
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M
HC
448
Hourglass Capital
Texas
$11.3M
RT
449
Rockland Trust
Massachusetts
$11.2M
SCM
450
Shelton Capital Management
Colorado
$11.2M