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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
AF
551
Allworth Financial
California
$6.79M +$549K +3,718 +10%
CPCPP
552
Canada Post Corporation Pension Plan
Canada
$6.75M +$867K +5,873 +16%
CDDEC
553
Caisse Des Depots Et Consignations
France
$6.74M -$2.76M -18,664 -31%
PAS
554
Point72 Asia (Singapore)
Singapore
$6.72M +$3.97M +26,900 +175%
SW
555
SkyOak Wealth
Michigan
$6.71M -$65.9K -446 -1%
GIC
556
Generali Investments CEE
Czech Republic
$6.7M +$2.03M +13,774 +49%
UBP
557
Union Bancaire Privee
Switzerland
$6.6M +$47.8K +324 +0.7%
VanEck Associates
558
VanEck Associates
New York
$6.59M +$619K +4,190 +11%
Caisse de Depot et Placement du Quebec (CDPQ)
559
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.58M -$18.6M -126,162 -75%
AC
560
Allstate Corporation
Illinois
$6.57M +$5.71M +38,693 +1,476%
HI
561
Hoey Investments
Pennsylvania
$6.47M +$686K +4,646 +13%
CHC
562
City Holding Co
West Virginia
$6.45M +$92.3K +625 +2%
IAA
563
Independent Advisor Alliance
North Carolina
$6.43M +$78.3K +530 +1%
SFO
564
Stenger Family Office
Illinois
$6.42M +$1.44M +9,726 +34%
GWMIA
565
Global Wealth Management Investment Advisory
Florida
$6.41M -$144K -977 -2%
HI
566
Horizon Investments
North Carolina
$6.4M +$1.77M +11,975 +42%
ALMGDA
567
AG2R La Mondiale Gestion d'Actifs
France
$6.36M
BIM
568
Brentview Investment Management
Illinois
$6.33M +$201K +1,361 +4%
TIP
569
Torray Investment Partners
Maryland
$6.32M -$641K -4,339 -10%
CA
570
Clearstead Advisors
Ohio
$6.31M +$388K +2,625 +7%
TMAM
571
Tokio Marine Asset Management
Japan
$6.29M +$117K +793 +2%
VSQM
572
V-Square Quantitative Management
Illinois
$6.27M +$249K +1,686 +4%
PS
573
Principal Securities
Iowa
$6.26M +$84.9K +575 +1%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$6.2M -$18.2K -123 -0.3%
DFCM
575
Dark Forest Capital Management
Puerto Rico
$6.16M -$8.24M -55,836 -59%