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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
Nomura Asset Management
151
Nomura Asset Management
Japan
$80.2M
TCA
152
Teewinot Capital Advisers
New York
$79.6M
CS
153
Candriam SCA
Luxembourg
$79.5M
KK
154
KLP Kapitalforvaltning
Norway
$78.8M
Man Group
155
Man Group
United Kingdom
$77.2M
Calamos Advisors
156
Calamos Advisors
Illinois
$76.8M
MML Investors Services
157
MML Investors Services
Massachusetts
$76.1M
Mitsubishi UFJ Trust & Banking
158
Mitsubishi UFJ Trust & Banking
Japan
$75.7M
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.5M
DCM
160
Donaldson Capital Management
Indiana
$74.3M
Balyasny Asset Management
161
Balyasny Asset Management
Illinois
$74.2M
PA
162
Pinnacle Associates
New York
$72.1M
Holocene Advisors
163
Holocene Advisors
New York
$72.1M
LF
164
Lansforsakringar Fondforvaltning
Sweden
$71.6M
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$71.4M
WorldQuant Millennium Advisors
166
WorldQuant Millennium Advisors
New York
$70.6M
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$70.4M
GIA
168
Gateway Investment Advisers
Ohio
$69.7M
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$69.2M
Creative Planning
170
Creative Planning
Kansas
$67.4M
State of New Jersey Common Pension Fund D
171
State of New Jersey Common Pension Fund D
New Jersey
$67.2M
BS
172
Banco Santander
Spain
$67M
ERSOT
173
Employees Retirement System of Texas
Texas
$66.3M
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$66M
AT
175
AMF Tjänstepension
Sweden
$65M