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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
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$66M -$140K -949 -0.2%
AT
177
AMF Tjänstepension
Sweden
$65M
Rafferty Asset Management
178
Rafferty Asset Management
New York
$64.5M -$1.11M -7,528 -2%
RAM
179
Resona Asset Management
Japan
$62.2M -$4.63M -31,333 -7%
SO
180
STRS Ohio
Ohio
$61.2M -$3.44M -23,308 -6%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$61.2M +$28.5M +192,862 +100%
TAM
182
Todd Asset Management
Kentucky
$60.3M -$522K -3,533 -0.9%
BCM
183
Basswood Capital Management
New York
$58.7M
AIM
184
AXA Investment Managers
France
$58.4M +$54.2M +367,386 New
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$58.1M +$4.92M +33,336 +10%
ClearBridge Investments
186
ClearBridge Investments
New York
$57.6M -$3.32M -22,510 -6%
AQR Capital Management
187
AQR Capital Management
Connecticut
$57M +$23.6M +160,052 +81%
FT
188
Fiduciary Trust
Massachusetts
$56.8M -$165K -1,119 -0.3%
PI
189
PineBridge Investments
New York
$56.4M +$20M +135,236 +62%
ASRS
190
Arizona State Retirement System
Arizona
$55.6M -$535K -3,626 -1%
FWCM
191
Ferguson Wellman Capital Management
Oregon
$55.6M -$18.8K -127 -0%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$54.2M +$17.7M +119,875 +54%
TRSOTSOK
193
Teachers Retirement System of the State of Kentucky
Kentucky
$54.2M
GI
194
Gradient Investments
Minnesota
$53.6M +$867K +5,873 +2%
Jane Street
195
Jane Street
New York
$53.4M +$33.6M +227,734 +211%
OIAM
196
OFI Invest Asset Management
France
$52.9M -$4.53M -30,649 -7%
FMI
197
Factory Mutual Insurance
Massachusetts
$52.3M
BNP Paribas Asset Management
198
BNP Paribas Asset Management
France
$52.3M -$20.5M -138,889 -30%
SOMRS
199
State of Michigan Retirement System
Michigan
$52.2M -$1.15M -7,800 -2%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$51.3M -$132M -892,172 -73%