MS icon

Morgan Stanley

2,219 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 868 increasing their positions, 798 reducing their positions, and 109 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: 868 | Existing positions reduced: 798

0.95% less ownership

Funds ownership: 84.26%83.31% (-0.95%)

30% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.66B

Holders
2,219
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
$3.27B
Puts
$4.66B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
201
Deroy & Devereaux Private Investment Counsel
Michigan
$49.7M
GAM
202
Groupama Asset Management
France
$49.1M
CNB
203
Czech National Bank
Czech Republic
$49M
Baird Financial Group
204
Baird Financial Group
Wisconsin
$48.8M
Point72 Asset Management
205
Point72 Asset Management
Connecticut
$48.7M
FWIA
206
Fort Washington Investment Advisors
Ohio
$48.1M
CLGM
207
Capitolis Liquid Global Markets
New York
$48M
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$47.9M
Comerica Bank
209
Comerica Bank
Texas
$47.8M
GKIM
210
GW&K Investment Management
Massachusetts
$47.7M
MIM
211
MetLife Investment Management
New Jersey
$47.7M
BIAS
212
Beacon Investment Advisory Services
New Jersey
$47.6M
AAB
213
ABN AMRO Bank
Netherlands
$47.5M
DK
214
DJE Kapital
Germany
$46.7M
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$46.5M
CCM
216
Chilton Capital Management
Texas
$46.4M
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$46.3M
BPWM
218
Badgley Phelps Wealth Managers
Washington
$46.1M
OAM
219
Oppenheimer Asset Management
New York
$45.9M
FIA
220
Foundations Investment Advisors
Arizona
$45.6M
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$45.4M
Capital Fund Management (CFM)
222
Capital Fund Management (CFM)
France
$44.4M
ELC
223
Edgar Lomax Company
Virginia
$44.3M
Osaic Holdings
224
Osaic Holdings
Arizona
$43.9M
AM
225
AGF Management
Ontario, Canada
$43.6M