We are live on ! Find out more
MS icon

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
Artisan Partners
126
Artisan Partners
Wisconsin
$118M +$2.79M +18,914 +3%
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$112M +$3.37M +22,798 +3%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$106M -$2.58M -17,473 -3%
Robeco Institutional Asset Management
129
Robeco Institutional Asset Management
Netherlands
$105M -$7.78M -52,686 -7%
DB
130
Danske Bank
Denmark
$104M +$5.41M +36,640 +6%
VRS
131
Virginia Retirement Systems
Virginia
$104M
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$103M +$1.4M +9,499 +1%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$99.4M -$4.78M -32,352 -5%
UM
134
UniSuper Management
Australia
$99.1M +$1.93M +13,080 +2%
Federated Hermes
135
Federated Hermes
Pennsylvania
$97.3M -$201M -1,358,732 -69%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$94.4M
Asset Management One
137
Asset Management One
Japan
$92.4M +$3.17M +21,458 +4%
WFMPM
138
Woodley Farra Manion Portfolio Management
Indiana
$90.9M -$6.6M -44,692 -7%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$90.2M +$911K +6,167 +1%
Truist Financial
140
Truist Financial
North Carolina
$89.3M -$5.59M -37,874 -6%
SEI Investments
141
SEI Investments
Pennsylvania
$88.4M +$5.39M +36,515 +7%
TG
142
TCW Group
California
$87.3M -$13.7M -92,476 -14%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$86.8M -$2.86M -19,379 -3%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$85.2M -$8.17M -55,324 -9%
Connor, Clark & Lunn Investment Management (CC&L)
145
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$85.1M -$12.3M -82,978 -13%
First Trust Advisors
146
First Trust Advisors
Illinois
$84.7M -$45.4M -307,371 -37%
Primecap Management
147
Primecap Management
California
$84.1M -$15.8M -106,810 -17%
MMH
148
Menora Mivtachim Holdings
Israel
$83.8M -$248K -1,678 -0.3%
LFG
149
Lazard Frères Gestion
France
$83M +$13.2M +89,686 +21%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$82.3M -$2.98M -20,176 -4%