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Morgan Stanley

2,251 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 883 increasing their positions, 812 reducing their positions, and 108 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: 883 | Existing positions reduced: 812

0.85% less ownership

Funds ownership: 84.32%83.46% (-0.85%)

30% less call options, than puts

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

Holders
2,251
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
NP
701
NorthRock Partners
Minnesota
$3.92M
MR
702
Munich Reinsurance
$3.92M
MOS
703
MGO One Seven
Ohio
$3.89M
NIM
704
Northeast Investment Management
Massachusetts
$3.88M
LSV Asset Management
705
LSV Asset Management
Illinois
$3.85M
VI
706
Vestcor Inc
New Brunswick, Canada
$3.8M
BPA
707
Beacon Pointe Advisors
California
$3.8M
RAM
708
Ramirez Asset Management
New York
$3.79M
CAMV
709
Concord Asset Management (Virginia)
Virginia
$3.79M
TCA
710
Transcend Capital Advisors
New Jersey
$3.79M
CWP
711
Concord Wealth Partners
Virginia
$3.77M
CNBT
712
Canandaigua National Bank & Trust
New York
$3.73M
LCM
713
Laurion Capital Management
New York
$3.71M
BBHC
714
Brown Brothers Harriman & Co
New York
$3.7M
JWCA
715
J.W. Cole Advisors
Florida
$3.69M
BCM
716
Brookstone Capital Management
Illinois
$3.68M
GIS
717
Graphene Investments SAS
France
$3.66M
ETC
718
Exchange Traded Concepts
Oklahoma
$3.64M
LD
719
Lipe & Dalton
New York
$3.62M
LIM
720
Leavell Investment Management
Alabama
$3.61M
YIA
721
YHB Investment Advisors
Connecticut
$3.59M
FB
722
Fulton Bank
Pennsylvania
$3.58M
BCWM
723
Bartlett & Co Wealth Management
Ohio
$3.56M
AC
724
Asio Capital
Kentucky
$3.55M
MIA
725
MainStreet Investment Advisors
Illinois
$3.54M