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Morgan Stanley

2,258 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 887 increasing their positions, 813 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 109

11% more capital invested

Capital invested by funds: $191B → $212B (+$21.2B)

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

2% more funds holding

Funds holding: 2,2042,258 (+54)

9% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 813

0.85% less ownership

Funds ownership: 84.37%83.52% (-0.85%)

30% less call options, than puts

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

Holders
2,258
Holders Change
+54
Holders Change %
+2.45%
% of All Funds
29.64%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.64%
New
193
Increased
887
Reduced
813
Closed
109
Calls
$3.31B
Puts
$4.71B
Net Calls
-$1.4B
Net Calls Change
-$559M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Annex Advisory Services
Wisconsin
$51.3M +$2.21M +14,968 +5%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$49.8M -$2.09M -14,178 -4%
DDPIC
203
Deroy & Devereaux Private Investment Counsel
Michigan
$49.7M -$634K -4,296 -1%
GAM
204
Groupama Asset Management
France
$49.1M +$3.95M +26,754 +9%
CNB
205
Czech National Bank
Czech Republic
$49M +$912K +6,175 +2%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$48.8M -$100K -680 -0.2%
Point72 Asset Management
207
Point72 Asset Management
Connecticut
$48.7M +$39M +264,292 +627%
FWIA
208
Fort Washington Investment Advisors
Ohio
$48.1M -$772K -5,225 -2%
CLGM
209
Capitolis Liquid Global Markets
New York
$48M -$82.4M -558,000 -65%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$47.9M +$918K +6,215 +2%
Comerica Bank
211
Comerica Bank
Texas
$47.8M -$6.27M -42,494 -12%
GKIM
212
GW&K Investment Management
Massachusetts
$47.7M -$750K -5,082 -2%
MIM
213
MetLife Investment Management
New Jersey
$47.7M -$1.98M -13,377 -4%
BIAS
214
Beacon Investment Advisory Services
New Jersey
$47.6M -$2.59M -17,574 -6%
AAB
215
ABN AMRO Bank
Netherlands
$47.5M +$37.3M +252,435 +569%
DK
216
DJE Kapital
Germany
$46.7M
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
$46.5M -$526K -3,565 -1%
CCM
218
Chilton Capital Management
Texas
$46.4M -$25.3M -171,630 -37%
COPPSERS
219
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$46.3M -$1.72M -11,633 -4%
BPWM
220
Badgley Phelps Wealth Managers
Washington
$46.1M +$275K +1,862 +0.6%
OAM
221
Oppenheimer Asset Management
New York
$45.9M -$593K -4,016 -1%
FIA
222
Foundations Investment Advisors
Arizona
$45.6M +$3.2M +21,702 +8%
Bank of Nova Scotia
223
Bank of Nova Scotia
Ontario, Canada
$45.4M -$48M -324,955 -53%
Capital Fund Management (CFM)
224
Capital Fund Management (CFM)
France
$44.4M -$15.6M -105,518 -27%
ELC
225
Edgar Lomax Company
Virginia
$44.3M -$12M -81,165 -23%