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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.3B +$19.6M +132,784 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.24B -$228M -1,542,442 -17%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.02B +$1.44M +9,779 +0.2%
Morgan Stanley
29
Morgan Stanley
New York
$978M +$19.8M +134,084 +2%
Amundi
30
Amundi
France
$912M -$11.2M -75,822 -1%
N
31
Nuveen
North Carolina
$900M +$24.7M +166,993 +3%
Capital World Investors
32
Capital World Investors
California
$899M +$2.19M +14,806 +0.3%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$761M -$100M -679,798 -12%
Barclays
34
Barclays
United Kingdom
$671M +$170M +1,149,617 +37%
Boston Partners
35
Boston Partners
Massachusetts
$640M +$24.2M +163,808 +4%
Deutsche Bank
36
Deutsche Bank
Germany
$638M -$84.7M -573,524 -13%
AI
37
Axiom Investors
Connecticut
$605M +$80.4M +544,719 +17%
Wells Fargo
38
Wells Fargo
California
$598M -$50.5M -342,337 -8%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$597M -$134M -909,423 -19%
Principal Financial Group
40
Principal Financial Group
Iowa
$580M -$55.1M -373,224 -9%
Millennium Management
41
Millennium Management
New York
$560M +$445M +3,011,234 +589%
Citadel Advisors
42
Citadel Advisors
Florida
$554M -$53.9M -365,130 -9%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$548M -$3.09M -20,946 -0.6%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$519M +$217M +1,470,190 +82%
AIM
45
Alphinity Investment Management
Australia
$500M -$151M -1,023,196 -25%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$469M -$60.7M -410,972 -12%
Marshall Wace
47
Marshall Wace
United Kingdom
$466M +$124M +841,263 +40%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$464M -$18.8M -127,480 -4%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$443M -$7.36M -49,861 -2%
National Pension Service
50
National Pension Service
South Korea
$424M +$10.8M +73,390 +3%