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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$398M -$12.4M -84,052 -3%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$388M +$27.6M +186,624 +8%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$379M +$10.1M +68,450 +3%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$375M +$9.49M +64,260 +3%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$371M +$16.5M +111,930 +5%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$365M +$525K +3,558 +0.2%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$356M -$3.73M -25,232 -1%
Citigroup
58
Citigroup
New York
$352M -$65.8M -445,438 -17%
Fidelity International
59
Fidelity International
Bermuda
$329M -$12M -81,065 -4%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$328M +$2.57M +17,436 +0.9%
Allianz Asset Management
61
Allianz Asset Management
Germany
$322M +$56.5M +382,708 +23%
Raymond James Financial
62
Raymond James Financial
Florida
$320M -$34.5M -233,554 -10%
Ensign Peak Advisors
63
Ensign Peak Advisors
Utah
$314M -$2.99M -20,239 -1%
LPL Financial
64
LPL Financial
California
$309M -$10.9M -73,837 -4%
Public Employees Retirement Association of Colorado
65
Public Employees Retirement Association of Colorado
Colorado
$298M +$6.01M +40,695 +2%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$295M +$201K +1,363 +0.1%
Fayez Sarofim & Co
67
Fayez Sarofim & Co
Texas
$287M -$5.93M -40,184 -2%
KBC Group
68
KBC Group
Belgium
$282M -$3.48M -23,543 -1%
Stifel Financial
69
Stifel Financial
Missouri
$256M +$711K +4,812 +0.3%
Macquarie Group
70
Macquarie Group
Australia
$251M +$34.1M +231,245 +17%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$250M +$8.5M +57,591 +4%
CCM
72
Cullen Capital Management
New York
$248M -$10.8M -73,422 -4%
Prudential Financial
73
Prudential Financial
New Jersey
$245M +$67.7M +458,379 +42%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$243M +$2.7M +18,301 +1%
HCM
75
Hamlin Capital Management
New York
$241M -$2.17M -14,704 -1%