Morgan Stanley

MS

Market cap $236B

803 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2015 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 334 increasing their positions, 260 reducing their positions, and 79 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

803

Holders Change

-6

Holders Change %

-0.74%

% of All Funds

22.44%

Holding in Top 10

Holding in Top 10 Change

-10

Holding in Top 10 Change %

-35.71%

% of All Funds

0.5%

New

Increased

334

Reduced

260

Closed

Calls

$472M

Puts

$1.26B

Net Calls

-$792M

Net Calls Change

-$98M

Top Buyers

1	T. Rowe Price Associates Baltimore, Maryland	$3.48B
2	Ninety One (UK) London, United Kingdom	$102M
3	TCIM TIAA CREF Investment Management New York	$484M
4	Schroder Investment Management Group London, United Kingdom	$110M
5	Prudential Financial Newark, New Jersey	$143M

Top Sellers

1	CG Carmignac Gestion Paris, France	$0
2	Fidelity Investments Boston, Massachusetts	$1.27B
3	Capital World Investors Los Angeles, California	$243M
4	Invesco Atlanta, Georgia	$955M
5	Winslow Capital Management Minneapolis, Minnesota	$174M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
626	BRWA 626 B. Riley Wealth Advisors Boca Raton, Florida	$333K	-$53.7K	-1,697	-14%
627	NFG 627 Next Financial Group Houston, Texas	$333K	-$45.9K	-1,462	-12%
628	MSFP 628 Mark Sheptoff Financial Planning Glastonbury, Connecticut	$326K	-$9.38K	-298	-3%
629	WT 629 Whittier Trust South Pasadena, California	$324K	+$5.21K	+165	+2%
630	BFA 630 Beaumont Financial Advisors Needham, Massachusetts	$321K	–	–	–
631	PAIA 631 Park Avenue Institutional Advisers New York	$319K	-$8.25K	-262	-3%
632	EWM 632 Evercore Wealth Management New York	$317K	+$5.29K	+168	+2%
633	CIC 633 Cornercap Investment Counsel Atlanta, Georgia	$317K	+$317K	+10,055	New
634	NIMI 634 Natixis Investment Managers International Paris, France	$315K	-$90.6K	-2,880	-22%
635	CIA 635 Choate Investment Advisors Boston, Massachusetts	$314K	+$1.29K	+41	+0.4%
636	TCOT 636 Trust Company of Toledo Holland, Ohio	$302K	–	–	–
637	GW 637 GW & Wade Wellesley, Massachusetts	$300K	+$9.47K	+301	+3%
638	P 638 Pitcairn Conshohocken, Pennsylvania	$297K	-$14K	-443	-4%
639	WT 639 Washington Trust Westerly, Rhode Island	$297K	-$5.69K	-181	-2%
640	640 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$292K	-$475	-15,082	-0.2%
641	EDRPMB 641 Edmond de Rothschild Private Merchant Banking London, United Kingdom	$291K	+$291K	+9,247	New
642	NAMA 642 Nikko Asset Management Americas New York	$288K	–	–	–
643	IT 643 Independence Trust Franklin, Tennessee	$288K	+$288K	+9,147	New
644	ARMT 644 Amica Retiree Medical Trust Lincoln, Rhode Island	$286K	–	–	–
645	TTWM 645 TCV Trust & Wealth Management Richmond, Virginia	$285K	-$46.8K	-1,485	-14%
646	CPS 646 Counsel Portfolio Services Mississauga, Ontario, Canada	$284K	–	–	–
647	GCMG 647 Gyroscope Capital Management Group Naples, Florida	$282K	+$282K	+8,967	New
648	GLI 648 Guardian Life Insurance New York	$281K	+$68.4K	+2,171	+32%
649	LH 649 Lebenthal Holdings New York	$279K	+$72.2K	+2,289	+35%
650	GLRA 650 Gerald L. Ray & Associates Dallas, Texas	$277K	–	–	–

Morgan Stanley MS Market cap $236B

Top Buyers

Top Sellers

Morgan Stanley

MS

Market cap $236B