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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
QCM
151
Quantinno Capital Management
New York
$81.1M +$22.9M +154,820 +44%
CAI
152
Capital Advisors Inc
Oklahoma
$80.8M +$677K +4,582 +0.9%
Nomura Asset Management
153
Nomura Asset Management
Japan
$80.2M -$3.92M -26,580 -5%
TCA
154
Teewinot Capital Advisers
New York
$79.6M +$4.9M +33,200 +7%
CS
155
Candriam SCA
Luxembourg
$79.5M +$767K +5,195 +1%
KK
156
KLP Kapitalforvaltning
Norway
$78.8M -$177K -1,200 -0.2%
Man Group
157
Man Group
United Kingdom
$77.2M +$16.8M +113,629 +31%
Calamos Advisors
158
Calamos Advisors
Illinois
$76.8M -$713K -4,830 -1%
MML Investors Services
159
MML Investors Services
Massachusetts
$76.1M +$161K +1,091 +0.2%
Mitsubishi UFJ Trust & Banking
160
Mitsubishi UFJ Trust & Banking
Japan
$75.7M -$3.12M -21,159 -4%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.5M -$878K -5,947 -1%
DCM
162
Donaldson Capital Management
Indiana
$74.3M +$1.34M +9,056 +2%
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$74.2M -$113M -764,395 -62%
PA
164
Pinnacle Associates
New York
$72.1M +$106K +718 +0.2%
Holocene Advisors
165
Holocene Advisors
New York
$72.1M +$66.4M +449,677 +11,884%
LF
166
Lansforsakringar Fondforvaltning
Sweden
$71.6M +$729K +4,940 +1%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$71.4M +$72.2K +489 +0.1%
WorldQuant Millennium Advisors
168
WorldQuant Millennium Advisors
New York
$70.6M +$25.3M +171,244 +63%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$70.4M -$3.03M -20,496 -4%
GIA
170
Gateway Investment Advisers
Ohio
$69.7M -$490K -3,319 -0.8%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$69.2M -$1.03M -7,000 -2%
Creative Planning
172
Creative Planning
Kansas
$67.4M +$19.9M +134,563 +47%
State of New Jersey Common Pension Fund D
173
State of New Jersey Common Pension Fund D
New Jersey
$67.2M +$2.41M +16,312 +4%
BS
174
Banco Santander
Spain
$67M +$3.86M +26,161 +7%
ERSOT
175
Employees Retirement System of Texas
Texas
$66.3M -$561K -3,800 -0.9%