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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
HighTower Advisors
76
HighTower Advisors
Illinois
$239M +$9.27M +62,753 +4%
Squarepoint
77
Squarepoint
New York
$237M -$27.8M -188,349 -11%
Bessemer Group
78
Bessemer Group
New Jersey
$226M +$1.55M +10,530 +0.7%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$211M +$21.6M +145,968 +12%
FI
80
Focused Investors
California
$207M +$7.62M +51,600 +4%
Canada Life
81
Canada Life
Manitoba, Canada
$204M +$4.12M +27,887 +2%
Corient Private Wealth
82
Corient Private Wealth
Florida
$201M +$4.88M +33,037 +3%
EWM
83
Evercore Wealth Management
New York
$198M -$2.63M -17,810 -1%
Two Sigma Investments
84
Two Sigma Investments
New York
$196M +$110M +741,651 +150%
CB
85
Commerce Bank
Missouri
$185M -$1.36M -9,222 -0.8%
Aberdeen Group
86
Aberdeen Group
United Kingdom
$180M -$933K -6,319 -0.6%
Universal-Beteiligungs- und Servicegesellschaft
87
Universal-Beteiligungs- und Servicegesellschaft
Germany
$177M -$10.9M -74,000 -6%
JCM
88
Junto Capital Management
New York
$170M +$158M +1,069,683 New
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$169M -$10.9M -74,140 -7%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$168M -$3.47M -23,486 -2%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$166M +$111M +748,534 +254%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$163M +$149M +1,012,100 +8,624%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$163M -$6.27M -42,489 -4%
American Century Companies
94
American Century Companies
Missouri
$161M -$12.1M -81,959 -7%
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
$159M +$147M +994,955 +18,646%
Aviva
96
Aviva
United Kingdom
$159M +$10.2M +69,282 +7%
CCMG
97
Clark Capital Management Group
Pennsylvania
$155M +$14.5M +98,348 +11%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$153M -$17.9M -121,200 -11%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$153M -$348K -2,355 -0.2%
ATO
100
Alecta Tjanstepension Omsesidigt
Sweden
$150M