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