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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
GI
476
GLOBALT Investments
Georgia
$9.97M -$131K -884 -1%
IMCOOI
477
Investment Management Corp of Ontario (IMCO)
Canada
$9.93M +$2.77M +18,746 +43%
EF
478
Empirical Finance
Pennsylvania
$9.89M +$2.52M +17,097 +38%
AWM
479
Axxcess Wealth Management
California
$9.86M +$501K +3,392 +6%
CAU
480
Caxton Associates (UK)
$9.8M +$9.1M +61,636 New
TL
481
Tradewinds LLC
North Carolina
$9.77M +$9.07M +61,452 New
GIBU
482
Gulf International Bank (UK)
United Kingdom
$9.68M -$179K -1,212 -2%
MIM
483
Morningstar Investment Management
Illinois
$9.65M +$8.1M +54,885 +941%
Assenagon Asset Management
484
Assenagon Asset Management
Luxembourg
$9.57M -$81.5K -552 -0.9%
ISB
485
Iowa State Bank
Iowa
$9.56M -$430K -2,915 -5%
Jacobs Levy Equity Management
486
Jacobs Levy Equity Management
New Jersey
$9.56M -$1.96M -13,242 -18%
IIM
487
INTECH Investment Management
Florida
$9.55M -$2.01M -13,596 -18%
GC
488
Guggenheim Capital
Illinois
$9.39M -$2.27M -15,355 -21%
BP
489
Ballentine Partners
Massachusetts
$9.35M +$86.1K +583 +1%
SAM
490
Securian Asset Management
Minnesota
$9.31M -$880K -5,960 -9%
GCA
491
Greenwood Capital Associates
South Carolina
$9.3M -$684K -4,632 -7%
BA
492
Baugh & Associates
Georgia
$9.28M -$323K -2,188 -3%
Thrivent Financial for Lutherans
493
Thrivent Financial for Lutherans
Minnesota
$9.19M -$1.49M -10,082 -15%
HH
494
Hilltop Holdings
Texas
$9.16M +$5.91K +40 +0.1%
MSRPS
495
Maryland State Retirement & Pension System
Maryland
$9.13M +$212K +1,434 +3%
NA
496
Nordwand Advisors
Pennsylvania
$9.07M +$349K +2,365 +4%
IG
497
ING Group
Netherlands
$9.03M -$432K -2,929 -5%
AAM
498
Aureus Asset Management
Massachusetts
$9.03M +$525K +3,556 +7%
TCA
499
Trifecta Capital Advisors
Illinois
$8.97M +$93.8K +635 +1%
BCM
500
Becker Capital Management
Oregon
$8.91M -$107K -722 -1%