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Morgan Stanley

2,258 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 887 increasing their positions, 813 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 109

11% more capital invested

Capital invested by funds: $191B → $212B (+$21.2B)

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

2% more funds holding

Funds holding: 2,2042,258 (+54)

9% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 813

0.85% less ownership

Funds ownership: 84.37%83.52% (-0.85%)

30% less call options, than puts

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

Holders
2,258
Holders Change
+54
Holders Change %
+2.45%
% of All Funds
29.64%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.64%
New
193
Increased
887
Reduced
813
Closed
109
Calls
$3.31B
Puts
$4.71B
Net Calls
-$1.4B
Net Calls Change
-$559M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
451
Shelton Capital Management
Colorado
$11.2M -$999K -6,768 -9%
DA
452
DCM Advisors
New York
$11.1M -$432K -2,924 -4%
AIMC
453
Alley Investment Management Company
Illinois
$11.1M +$131K +887 +1%
CFG
454
Citizens Financial Group
Rhode Island
$11.1M +$1.65M +11,167 +19%
LG
455
Leuthold Group
Minnesota
$11.1M +$328K +2,218 +3%
NB
456
Norinchukin Bank
Japan
$11M +$92.6K +627 +0.9%
MFG
457
Merit Financial Group
Georgia
$11M -$228K -1,547 -2%
TCBWMS
458
Texas Capital Bank Wealth Management Services
Texas
$11M +$244K +1,653 +2%
TSW
459
Thompson Siegel & Walmsley
Virginia
$10.9M
Verition Fund Management
460
Verition Fund Management
Connecticut
$10.9M +$2.74M +18,540 +37%
SAM
461
Socorro Asset Management
Texas
$10.7M -$4.01M -27,190 -29%
JWBC
462
J.W. Burns & Co
New York
$10.7M -$139K -939 -1%
LA
463
LBP AM
France
$10.6M +$76.8K +520 +0.8%
MA
464
Montag & Associates
Georgia
$10.6M -$28.6K -194 -0.3%
PAS
465
Park Avenue Securities
New York
$10.4M +$234K +1,587 +2%
OC
466
Oppenheimer & Co
New York
$10.4M -$3.93M -26,616 -29%
VVP
467
Venture Visionary Partners
Ohio
$10.4M +$279K +1,891 +3%
LGF
468
LGT Group Foundation
Liechtenstein
$10.3M -$874K -5,922 -8%
AFG
469
Albion Financial Group
Utah
$10.3M -$46.8K -317 -0.5%
SF
470
Synovus Financial
Georgia
$10.3M +$104K +704 +1%
LIP
471
Liontrust Investment Partners
United Kingdom
$10.2M -$855K -5,793 -8%
HVIA
472
Hudson Valley Investment Advisors
New York
$10.2M -$414K -2,806 -4%
LSERS
473
Louisiana State Employees Retirement System
Louisiana
$10.1M -$221K -1,500 -2%
RBI
474
Raiffeisen Bank International
Austria
$10.1M +$952K +6,445 +12%
ZIM
475
Zacks Investment Management
Illinois
$9.98M +$444K +3,008 +5%