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Morgan Stanley

2,230 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, 873 increasing their positions, 803 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: 873 | Existing positions reduced: 803

0.98% less ownership

Funds ownership: 84.31%83.33% (-0.98%)

30% less call options, than puts

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

Holders
2,230
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
SW
551
SkyOak Wealth
Michigan
$6.71M
GIC
552
Generali Investments CEE
Czech Republic
$6.7M
UBP
553
Union Bancaire Privee
Switzerland
$6.6M
VanEck Associates
554
VanEck Associates
New York
$6.59M
Caisse de Depot et Placement du Quebec (CDPQ)
555
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.58M
AC
556
Allstate Corporation
Illinois
$6.57M
HI
557
Hoey Investments
Pennsylvania
$6.47M
CHC
558
City Holding Co
West Virginia
$6.45M
IAA
559
Independent Advisor Alliance
North Carolina
$6.43M
SFO
560
Stenger Family Office
Illinois
$6.42M
GWMIA
561
Global Wealth Management Investment Advisory
Florida
$6.41M
HI
562
Horizon Investments
North Carolina
$6.4M
CAM
563
Cresset Asset Management
Illinois
$6.4M
ALMGDA
564
AG2R La Mondiale Gestion d'Actifs
France
$6.36M
BIM
565
Brentview Investment Management
Illinois
$6.33M
TIP
566
Torray Investment Partners
Maryland
$6.32M
CA
567
Clearstead Advisors
Ohio
$6.31M
TMAM
568
Tokio Marine Asset Management
Japan
$6.29M
VSQM
569
V-Square Quantitative Management
Illinois
$6.27M
PS
570
Principal Securities
Iowa
$6.26M
SYBT
571
Stock Yards Bank & Trust
Kentucky
$6.2M
DFCM
572
Dark Forest Capital Management
Puerto Rico
$6.16M
HAG
573
HighPoint Advisor Group
Illinois
$6.16M
NMIMC
574
Northwestern Mutual Investment Management Company
Wisconsin
$6.15M
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$6.14M