MS icon

Morgan Stanley

2,231 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, 804 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: 804

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
2,231
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
TCM
951
Twin Capital Management
Pennsylvania
$1.74M
IA
952
IFP Advisors
Florida
$1.73M
Tudor Investment Corp
953
Tudor Investment Corp
Connecticut
$1.72M
ZIG
954
Zullo Investment Group
Pennsylvania
$1.71M
MCM
955
Mork Capital Management
California
$1.7M
PPW
956
Parcion Private Wealth
Washington
$1.68M
CAM
957
Congress Asset Management
Massachusetts
$1.66M
QC
958
Quadrature Capital
United Kingdom
$1.66M
MMPW
959
Mitchell McLeod Pugh & Williams
Alabama
$1.65M
PA
960
Procyon Advisors
Connecticut
$1.64M
KA
961
KLCM Advisors
Wisconsin
$1.64M
Axa
962
Axa
France
$1.63M
EPIM
963
Evelyn Partners Investment Management
$1.63M
MAM
964
Morse Asset Management
Connecticut
$1.63M
GCA
965
Gallagher Capital Advisors
Texas
$1.63M
MFIM
966
Mesirow Financial Investment Management
Illinois
$1.62M
NP
967
Nilsine Partners
Colorado
$1.62M
GFP
968
Gryphon Financial Partners
Ohio
$1.61M
PPWP
969
Premier Path Wealth Partners
New Jersey
$1.6M
FCFC
970
First Citizens Financial Corp
Iowa
$1.59M
CPIG
971
Chicago Partners Investment Group
Illinois
$1.59M
DM
972
Delphi Management
Massachusetts
$1.58M
CCP
973
Clough Capital Partners
Massachusetts
$1.58M
SS
974
SBI Securities
Japan
$1.58M
CCIA
975
Campbell & Co Investment Adviser
Maryland
$1.57M