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Morgan Stanley

2,250 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 882 increasing their positions, 812 reducing their positions, and 108 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: 882 | Existing positions reduced: 812

0.85% less ownership

Funds ownership: 84.31%83.45% (-0.85%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,250
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
$3.31B
Puts
$4.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
176
AMF Tjänstepension
Sweden
$65M
Rafferty Asset Management
177
Rafferty Asset Management
New York
$64.5M
RAM
178
Resona Asset Management
Japan
$62.2M
SO
179
STRS Ohio
Ohio
$61.2M
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$61.2M
TAM
181
Todd Asset Management
Kentucky
$60.3M
BCM
182
Basswood Capital Management
New York
$58.7M
AIM
183
AXA Investment Managers
France
$58.4M
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$58.1M
ClearBridge Investments
185
ClearBridge Investments
New York
$57.6M
AQR Capital Management
186
AQR Capital Management
Connecticut
$57M
FT
187
Fiduciary Trust
Massachusetts
$56.8M
PI
188
PineBridge Investments
New York
$56.4M
ASRS
189
Arizona State Retirement System
Arizona
$55.6M
FWCM
190
Ferguson Wellman Capital Management
Oregon
$55.6M
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$54.2M
TRSOTSOK
192
Teachers Retirement System of the State of Kentucky
Kentucky
$54.2M
GI
193
Gradient Investments
Minnesota
$53.6M
Jane Street
194
Jane Street
New York
$53.4M
OIAM
195
OFI Invest Asset Management
France
$52.9M
FMI
196
Factory Mutual Insurance
Massachusetts
$52.3M
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$52.3M
SOMRS
198
State of Michigan Retirement System
Michigan
$52.2M
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$51.3M
AAS
200
Annex Advisory Services
Wisconsin
$51.3M