MS icon

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
Rafferty Asset Management
176
Rafferty Asset Management
New York
$64.5M
RAM
177
Resona Asset Management
Japan
$62.2M
SO
178
STRS Ohio
Ohio
$61.2M
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$61.2M
TAM
180
Todd Asset Management
Kentucky
$60.3M
BCM
181
Basswood Capital Management
New York
$58.7M
AIM
182
AXA Investment Managers
France
$58.4M
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$58.1M
ClearBridge Investments
184
ClearBridge Investments
New York
$57.6M
AQR Capital Management
185
AQR Capital Management
Connecticut
$57M
FT
186
Fiduciary Trust
Massachusetts
$56.8M
PI
187
PineBridge Investments
New York
$56.4M
ASRS
188
Arizona State Retirement System
Arizona
$55.6M
FWCM
189
Ferguson Wellman Capital Management
Oregon
$55.6M
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$54.2M
TRSOTSOK
191
Teachers Retirement System of the State of Kentucky
Kentucky
$54.2M
GI
192
Gradient Investments
Minnesota
$53.6M
Jane Street
193
Jane Street
New York
$53.4M
OIAM
194
OFI Invest Asset Management
France
$52.9M
FMI
195
Factory Mutual Insurance
Massachusetts
$52.3M
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$52.3M
SOMRS
197
State of Michigan Retirement System
Michigan
$52.2M
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$51.3M
AAS
199
Annex Advisory Services
Wisconsin
$51.3M
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$49.8M