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Morgan Stanley

2,219 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, 798 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: 798

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
2,219
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
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$106M
Robeco Institutional Asset Management
127
Robeco Institutional Asset Management
Netherlands
$105M
DB
128
Danske Bank
Denmark
$104M
VRS
129
Virginia Retirement Systems
Virginia
$104M
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$103M
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$99.4M
UM
132
UniSuper Management
Australia
$99.1M
Federated Hermes
133
Federated Hermes
Pennsylvania
$97.3M
DekaBank Deutsche Girozentrale
134
DekaBank Deutsche Girozentrale
Germany
$94.4M
Asset Management One
135
Asset Management One
Japan
$92.4M
WFMPM
136
Woodley Farra Manion Portfolio Management
Indiana
$90.9M
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$90.2M
Truist Financial
138
Truist Financial
North Carolina
$89.3M
SEI Investments
139
SEI Investments
Pennsylvania
$88.4M
TG
140
TCW Group
California
$87.3M
TD Asset Management
141
TD Asset Management
Ontario, Canada
$86.8M
CIBC World Market
142
CIBC World Market
Ontario, Canada
$85.2M
Connor, Clark & Lunn Investment Management (CC&L)
143
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$85.1M
First Trust Advisors
144
First Trust Advisors
Illinois
$84.7M
Primecap Management
145
Primecap Management
California
$84.1M
MMH
146
Menora Mivtachim Holdings
Israel
$83.8M
LFG
147
Lazard Frères Gestion
France
$83M
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$82.3M
QCM
149
Quantinno Capital Management
New York
$81.1M
CAI
150
Capital Advisors Inc
Oklahoma
$80.8M