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Morgan Stanley

2,218 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 868 increasing their positions, 797 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 797

0.95% less ownership

Funds ownership: 84.26%83.31% (-0.95%)

30% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.66B

Holders
2,218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.27B
Puts
$4.66B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
101
Nordea Investment Management
Sweden
$143M
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$142M
Victory Capital Management
103
Victory Capital Management
Texas
$141M
Swedbank
104
Swedbank
Sweden
$141M
DLA
105
Douglas Lane & Associates
New York
$135M
Mariner
106
Mariner
Kansas
$134M
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$129M
RC
108
RBF Capital
California
$129M
Pictet Asset Management
109
Pictet Asset Management
Switzerland
$129M
DnB Asset Management
110
DnB Asset Management
Norway
$126M
Korea Investment Corp
111
Korea Investment Corp
South Korea
$126M
Pzena Investment Management
112
Pzena Investment Management
New York
$125M
Aristotle Capital Management
113
Aristotle Capital Management
California
$124M
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
$124M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
115
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$123M
AAMU
116
AEGON Asset Management (UK)
United Kingdom
$123M
M&T Bank
117
M&T Bank
New York
$123M
RG
118
Rathbones Group
United Kingdom
$123M
APG Asset Management
119
APG Asset Management
Netherlands
$123M
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$121M
Russell Investments Group
121
Russell Investments Group
United Kingdom
$121M
US Bancorp
122
US Bancorp
Minnesota
$118M
SLAML
123
Swiss Life Asset Management Ltd
$118M
Artisan Partners
124
Artisan Partners
Wisconsin
$118M
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$112M