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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
EFMH
2251
E Fund Management (HK)
Hong Kong
$1.27K +$1.18K +8 New
CA
2252
Centerpoint Advisors
Massachusetts
$1K
CFS
2253
CGC Financial Services
Oregon
$795
SIP
2254
Sellwood Investment Partners
Oregon
$795 +$738 +5 New
LWMI
2255
Legacy Wealth Management (Idaho)
Idaho
$636
EWM
2256
Evolution Wealth Management
Florida
$477 +$443 +3 New
RJA
2257
Ross\Johnson & Associates
Minnesota
$159
Norges Bank
2258
Norges Bank
Norway
-$2.23B -15,865,987 Closed
SSA
2259
Schonfeld Strategic Advisors
New York
-$55.6M -395,039 Closed
PCM
2260
Prana Capital Management
Connecticut
-$46.1M -327,342 Closed
FGP
2261
Freestone Grove Partners
California
-$30.3M -215,430 Closed
MAM
2262
Magellan Asset Management
Australia
-$23.2M -164,869 Closed
OAG
2263
Orbis Allan Gray
Bermuda
-$16.2M -115,346 Closed
Optiver Holding
2264
Optiver Holding
Netherlands
-$15.4M -104,456 Closed
FCM
2265
FJ Capital Management
Virginia
-$8.13M -57,696 Closed
BHWA
2266
Beacon Harbor Wealth Advisors
Virginia
-$7.46M -52,972 Closed
UOC
2267
UBS O'Connor
Illinois
-$7.04M -50,000 Closed
PCA
2268
Providence Capital Advisors
North Carolina
-$6.62M -47,000 Closed
AAF
2269
Andra AP-fonden
Sweden
-$5.96M -42,311 Closed
WG
2270
Winton Group
United Kingdom
-$5.04M -35,750 Closed
HWM
2271
Hohimer Wealth Management
Washington
-$4.6M -32,672 Closed
AA
2272
ABC Arbitrage
France
-$4.51M -32,046 Closed
CC
2273
Centiva Capital
New York
-$3.73M -26,450 Closed
ACP
2274
Arcus Capital Partners
Georgia
-$3.32M -23,580 Closed
PCM
2275
Polymer Capital Management
New York
-$2.57M -18,267 Closed