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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
NCM
101
Nearwater Capital Markets
Ireland
$146M
Nordea Investment Management
102
Nordea Investment Management
Sweden
$143M -$2.15M -14,572 -2%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$142M -$52.4K -355 -0%
Victory Capital Management
104
Victory Capital Management
Texas
$141M -$15.7M -106,145 -11%
Swedbank
105
Swedbank
Sweden
$141M -$114K -775 -0.1%
DLA
106
Douglas Lane & Associates
New York
$135M -$7.09M -48,026 -5%
Mariner
107
Mariner
Kansas
$134M +$7.9M +53,490 +7%
SAM
108
Storebrand Asset Management
Norway
$132M +$2.85M +19,270 +2%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$129M -$927K -6,277 -0.8%
RC
110
RBF Capital
California
$129M
Pictet Asset Management
111
Pictet Asset Management
Switzerland
$129M +$3.01M +20,414 +3%
DnB Asset Management
112
DnB Asset Management
Norway
$126M +$940K +6,368 +0.8%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$126M -$23.1M -156,109 -17%
Pzena Investment Management
114
Pzena Investment Management
New York
$125M -$822K -5,570 -0.7%
Aristotle Capital Management
115
Aristotle Capital Management
California
$124M -$2.07M -14,000 -2%
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$124M +$46.4M +314,400 +68%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
117
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$123M +$72.7M +492,449 +174%
AAMU
118
AEGON Asset Management (UK)
United Kingdom
$123M -$3.65M -24,696 -3%
M&T Bank
119
M&T Bank
New York
$123M -$6.71M -45,411 -6%
RG
120
Rathbones Group
United Kingdom
$123M +$1.34M +9,074 +1%
APG Asset Management
121
APG Asset Management
Netherlands
$123M -$27.9M -188,836 -17%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$121M +$39.9M +269,972 +55%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$121M +$1.15M +7,809 +1%
US Bancorp
124
US Bancorp
Minnesota
$118M -$1.69M -11,465 -2%
SLAM
125
Swiss Life Asset Management
$118M +$836K +5,662 +0.8%