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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
MFG
451
Merit Financial Group
Georgia
$11M
TCBWMS
452
Texas Capital Bank Wealth Management Services
Texas
$11M
TSW
453
Thompson Siegel & Walmsley
Virginia
$10.9M
Verition Fund Management
454
Verition Fund Management
Connecticut
$10.9M
SAM
455
Socorro Asset Management
Texas
$10.7M
JWBC
456
J.W. Burns & Co
New York
$10.7M
LA
457
LBP AM
France
$10.6M
MA
458
Montag & Associates
Georgia
$10.6M
PAS
459
Park Avenue Securities
New York
$10.4M
OC
460
Oppenheimer & Co
New York
$10.4M
VVP
461
Venture Visionary Partners
Ohio
$10.4M
LGF
462
LGT Group Foundation
Liechtenstein
$10.3M
AFG
463
Albion Financial Group
Utah
$10.3M
SF
464
Synovus Financial
Georgia
$10.3M
LIP
465
Liontrust Investment Partners
United Kingdom
$10.2M
HVIA
466
Hudson Valley Investment Advisors
New York
$10.2M
LSERS
467
Louisiana State Employees Retirement System
Louisiana
$10.1M
RBI
468
Raiffeisen Bank International
Austria
$10.1M
ZIM
469
Zacks Investment Management
Illinois
$9.98M
GI
470
GLOBALT Investments
Georgia
$9.97M
IMCOOI
471
Investment Management Corp of Ontario (IMCO)
Canada
$9.93M
EF
472
Empirical Finance
Pennsylvania
$9.89M
AWM
473
Axxcess Wealth Management
California
$9.86M
CAU
474
Caxton Associates (UK)
$9.8M
TL
475
Tradewinds LLC
North Carolina
$9.77M