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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
GIBU
476
Gulf International Bank (UK)
United Kingdom
$9.68M
MIM
477
Morningstar Investment Management
Illinois
$9.65M
Assenagon Asset Management
478
Assenagon Asset Management
Luxembourg
$9.57M
ISB
479
Iowa State Bank
Iowa
$9.56M
Jacobs Levy Equity Management
480
Jacobs Levy Equity Management
New Jersey
$9.56M
IIM
481
INTECH Investment Management
Florida
$9.55M
GC
482
Guggenheim Capital
Illinois
$9.39M
BP
483
Ballentine Partners
Massachusetts
$9.35M
SAM
484
Securian Asset Management
Minnesota
$9.31M
GCA
485
Greenwood Capital Associates
South Carolina
$9.3M
BA
486
Baugh & Associates
Georgia
$9.28M
Thrivent Financial for Lutherans
487
Thrivent Financial for Lutherans
Minnesota
$9.19M
HH
488
Hilltop Holdings
Texas
$9.16M
MSRPS
489
Maryland State Retirement & Pension System
Maryland
$9.13M
NA
490
Nordwand Advisors
Pennsylvania
$9.07M
IG
491
ING Group
Netherlands
$9.03M
AAM
492
Aureus Asset Management
Massachusetts
$9.03M
TCA
493
Trifecta Capital Advisors
Illinois
$8.97M
BCM
494
Becker Capital Management
Oregon
$8.91M
NMERB
495
New Mexico Educational Retirement Board
New Mexico
$8.87M
CIS
496
Capital International Sarl
California
$8.85M
PWP
497
Private Wealth Partners
California
$8.78M
PA
498
Parallel Advisors
California
$8.75M
MPA
499
Marvin & Palmer Associates
Delaware
$8.63M
MGP
500
Metis Global Partners
California
$8.48M