Morgan Stanley
MSDL • NYSE
Morgan Stanley is a publicly traded company on NYSE, led by Michael Occi, with a market cap of $1.5B. As of Q3 2025, 36% of shares are held by 116 institutional investors, with MORGAN STANLEY as the largest holder at 18.31%.
Chief Executive OfficerMichael Occi
Overview
Overview of institutional ownership in MSDL as of Q3 2025 with a market cap of $1.4B
All Institutions
- Institutions
- 116
- Value Held
- $503.6M
- Shares Held
- 31.3M
- Avg Position
- $4.3M
- Median Position
- $481.7K
Hedge Funds
- Hedge Funds
- 18
- Value Held
- $50.2M
- Shares Held
- 3.1M
- Avg Position
- $2.8M
- Median Position
- $892.6K
Ownership Breakdown
Based on market cap of $1.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in MSDL as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $255.7M 0.02% of portfolio |
 VAN ECK ASSOCIATES CORP ETF Provider | $31.6M 0.03% of portfolio |
G Generali Asset Management SPA SGR Institution | $29.4M 0.63% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $15.9M 0.96% of portfolio |
 UBS Group AG Institution | $15.5M 0.00% of portfolio |
 Muzinich & Co., Inc. Long Only Manager | $9.4M 3.64% of portfolio |
 TORONTO DOMINION BANK Institution | $9.1M 0.02% of portfolio |
 Marshall Wace LLP Institution | $8.7M 0.01% of portfolio |
A Americana Partners, LLC RIA/Wealth | $8.7M 0.26% of portfolio |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $8.4M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MSDL in Q3 2025
- Traded
- +$55.9M
- Buyers
- 70
- Sellers
- 46
- Total Bought
- +$75.1M
- Total Sold
- −$19.1M
- Avg Position
- $3.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | +$12.6M +782.0K shares |
TORONTO DOMINION BANK Institution | +$9.1M +565.6K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$7.8M +487.2K shares |
Marshall Wace LLP Institution | +$7.2M +450.7K shares |
MORGAN STANLEY RIA/Wealth | +$4.7M +289.2K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$3.0M +188.1K shares |
A Americana Partners, LLC RIA/Wealth | +$2.6M +160.8K shares |
 Centiva Capital, LP Hedge Fund•Multi-Strategy | +$2.4M +151.0K shares |
UBS Group AG Institution | +$2.3M +143.5K shares |
S Sumitomo Mitsui Trust Holdings, Inc. Institution | +$2.2M +134.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
H HRT FINANCIAL LLC Institution | −$3.3M −176.4K shares |
 MAI Wealth Advisors RIA/Wealth | −$1.8M −97.9K shares |
A ASB Consultores, LLC RIA/Wealth | −$1.5M −80.3K shares |
R ROYAL BANK OF CANADA Institution | −$1.4M −84.8K shares |
N Neuberger Berman Group LLC Institution | −$1.2M −76.6K shares |
C Cubist Systematic Strategies, LLC Institution | −$917.1K −57.0K shares |
 JPMORGAN CHASE & CO Institution | −$820.9K −51.0K shares |
L LPL Financial LLC Institution | −$816.1K −50.8K shares |
D DAVIDSON D A & CO Institution | −$762.5K −40.7K shares |
 Activest Wealth Management RIA/Wealth | −$744.1K −46.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MSDL in Q3 2025
- New Positions
- 15
- New Value
- $12.3M
- Exited Positions
- 12
- Exited Value
- $9.6M
New Positions
| Institution | Position Value |
|---|---|
TORONTO DOMINION BANK Institution | $9.1M 565.6K shares |
 Quest Partners LLC Hedge Fund•Quant Macro | $644.9K 40.1K shares |
 Aquatic Capital Management LLC Hedge Fund•Quant | $435.5K 27.1K shares |
O OBERMEYER ASSET MANAGEMENT CO RIA/Wealth | $418.1K 26.0K shares |
T TrueMark Investments, LLC Institution | $401.6K 25.0K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $377.9K 23.5K shares |
G GUGGENHEIM CAPITAL LLC Institution | $233.8K 14.5K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $225.5K 14.0K shares |
 SAPIENT CAPITAL LLC RIA/Wealth | $223.1K 13.0K shares |
 Elevate Capital Advisors, LLC RIA/Wealth | $173.2K 10.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
H HRT FINANCIAL LLC Institution | $3.3M 176.4K shares |
MAI Wealth Advisors RIA/Wealth | $1.8M 97.9K shares |
A ASB Consultores, LLC RIA/Wealth | $1.5M 80.3K shares |
D DAVIDSON D A & CO Institution | $762.5K 40.7K shares |
 Accredited Investors Inc. RIA/Wealth | $374.4K 20.0K shares |
V Virtu Financial LLC Institution | $320.2K 17.1K shares |
 Catalina Capital Group, LLC RIA/Wealth | $301.4K 16.1K shares |
 HighTower Advisors, LLC RIA/Wealth | $289.4K 15.5K shares |
 Engineers Gate Manager LP Hedge Fund•Quant | $256.6K 13.7K shares |
 GRIMES & COMPANY, INC. RIA/Wealth | $242.0K 12.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in MSDL as of Q3 2025
- Call Positions
- 3
- Call Value
- $712.3K
- Put Positions
- 3
- Put Value
- $2.1M
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $458.3K 285.0 contracts |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $249.2K 155.0 contracts |
Centiva Capital, LP Hedge Fund•Multi-Strategy | $4.8K 3.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.1M 697.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $770.2K 479.0 contracts |
J JANE STREET GROUP, LLC Institution | $226.7K 141.0 contracts |
Most Committed Institutions
Institutions with MSDL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T TT Capital Management LLC Institution | 3.66% $4.8M |
Muzinich & Co., Inc. Long Only Manager | 3.64% $9.4M |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.96% $15.9M |
G Generali Asset Management SPA SGR Institution | 0.63% $29.4M |
 SHIKIAR ASSET MANAGEMENT INC RIA/Wealth | 0.58% $1.9M |
Activest Wealth Management RIA/Wealth | 0.41% $2.0M |
 Naviter Wealth, LLC RIA/Wealth | 0.31% $2.7M |
 SFMG, LLC Fund of Funds | 0.29% $4.2M |
A Americana Partners, LLC RIA/Wealth | 0.26% $8.7M |
 Legacy Capital Wealth Partners, LLC RIA/Wealth | 0.25% $1.1M |
Hedge Fund Spotlight
Discover hedge funds investing in MSDL
Centiva Capital, LP
Hedge Fund • Multi-Strategy
Portfolio ManagerTimothy Michael Higgins
- Portfolio Value
- $1.1B
- Positions
- 556
- Last Reported
- Q3 2025
Sector Allocation
Position in Morgan Stanley
- Market Value
- $2.4M
- Shares Held
- 151.0K
- Portfolio Weight
- 0.23%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $35.8M | 3.34% | |
Packaged Foods Consumer Defensive | $34.7M | 3.24% | |
Auto - Manufacturers Consumer Cyclical | $30.0M | 2.80% |
