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Morgan Stanley

2,225 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, 871 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:

9% more repeat investments, than reductions

Existing positions increased: 871 | Existing positions reduced: 802

0.98% less ownership

Funds ownership: 84.3%83.32% (-0.98%)

30% less call options, than puts

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

Holders
2,225
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
LW
526
Linscomb Wealth
Texas
$7.59M
IAN
527
Integrated Advisors Network
Texas
$7.57M
AIP
528
Ameritas Investment Partners
Nebraska
$7.51M
LOAMS
529
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.47M
NC
530
Nightview Capital
Texas
$7.45M
SF
531
Summit Financial
New Jersey
$7.42M
SFG
532
SevenBridge Financial Group
Pennsylvania
$7.41M
CCP
533
Cunning Capital Partners
North Carolina
$7.28M
BI
534
Bradyco Inc
Massachusetts
$7.21M
SC
535
Savant Capital
Illinois
$7.11M
CSS
536
Cubist Systematic Strategies
Connecticut
$7.11M
GT
537
Glenview Trust
Kentucky
$7.09M
TI
538
Tidal Investments
Wisconsin
$7.08M
GAM
539
Gotham Asset Management
New York
$7.07M
VT
540
Vise Technologies
New York
$7.03M
VA
541
Vident Advisory
Georgia
$7.01M
SP
542
Sarasin & Partners
United Kingdom
$6.9M
TW
543
Trajan Wealth
Arizona
$6.85M
OAM
544
Occidental Asset Management
California
$6.8M
UCFA
545
United Capital Financial Advisors
Texas
$6.8M
AF
546
Allworth Financial
California
$6.79M
CPCPP
547
Canada Post Corporation Pension Plan
Canada
$6.75M
CDDEC
548
Caisse Des Depots Et Consignations
France
$6.74M
PAS
549
Point72 Asia (Singapore)
Singapore
$6.72M
SW
550
SkyOak Wealth
Michigan
$6.71M