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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
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$59.9B
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.8B -$113M -767,327 -0.6%
State Street
3
State Street
Massachusetts
$16.4B -$120M -809,411 -0.8%
BlackRock
4
BlackRock
New York
$14.9B -$198M -1,343,900 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.95B -$258M -1,746,073 -4%
Capital International Investors
6
Capital International Investors
California
$4.34B +$24.7M +167,487 +0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.2B -$14.4M -97,243 -0.4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.94B +$586M +3,971,617 +19%
Fisher Asset Management
9
Fisher Asset Management
Washington
$3.89B +$66.3M +448,960 +2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$3.06B -$20M -135,459 -0.7%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$2.98B -$57.8M -391,274 -2%
Bank of America
12
Bank of America
North Carolina
$2.68B -$34.3M -232,536 -1%
Goldman Sachs
13
Goldman Sachs
New York
$2.38B -$119M -802,999 -5%
Ameriprise
14
Ameriprise
Minnesota
$2.27B +$121M +822,120 +6%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$2.14B -$37.9M -256,896 -2%
Northern Trust
16
Northern Trust
Illinois
$2.06B -$109M -740,089 -5%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$1.84B -$98.9M -670,042 -5%
Charles Schwab
18
Charles Schwab
California
$1.7B -$44.2M -299,147 -3%
UBS Group
19
UBS Group
Switzerland
$1.64B -$116M -788,745 -7%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$1.54B +$52.4M +354,871 +4%
Franklin Resources
21
Franklin Resources
California
$1.44B -$78.9M -534,491 -6%
UBS AM
22
UBS AM
Illinois
$1.44B -$310M -2,102,541 -19%
Invesco
23
Invesco
Georgia
$1.44B +$36.8M +249,023 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.38B -$11.1M -74,900 -0.9%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.34B +$40.6M +274,934 +3%