MORGAN STANLEY hedge fund holdings
MSNYSE$190.31+2.30 (+1.22%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
MS · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+22.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 685 | 465 | $6.25B | $7.13B | 2,113 | Aug 14, 2025 |
| Q3 2025 | 555 | 453 | $10.3B | $6.47B | 2,185 | Nov 14, 2025 |
| Q4 2025 | 693 | 435 | $7.59B | $14.9B | 2,440 | Feb 14, 2026 |
| Q1 2026 | 665 | 619 | $9.12B | $11.2B | 2,409 | May 15, 2026 |
| Q2 2026 | 884 | 518 | $9.32B | $8.96B | 2,618 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
2,618 filersNew position
290$884M+4.23M sh
Increased
594$8.43B+40.3M sh
Reduced
436-$8.36B-40M sh
Out / sold
82-$601M-2.88M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Capital World Investors | Added 529.22% | +$1.79B | $2.13B | 0.25% | Aug 12, 2026 |
| Massachusetts Financial Services Co | Reduce 21.59% | -$528M | $1.92B | 0.61% | Aug 3, 2026 |
| Viking Global Investors LP | New Buy | +$339M | $339M | 0.97% | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | Added 134399.56% | +$256M | $256M | 1.24% | Jul 29, 2026 |
| Robeco Institutional Asset Management B.V. | Added 143.20% | +$226M | $383M | 0.47% | Jul 21, 2026 |
| Capital International Investors | Reduce 12.20% | -$183M | $1.31B | 0.27% | Aug 12, 2026 |
| Rathbones Group PLC | Reduce 57.16% | -$177M | $133M | 0.49% | Jul 23, 2026 |
| Eurizon Capital SGR S.p.A. | Added 156.42% | +$152M | $250M | 0.67% | Jul 29, 2026 |
| Samlyn Capital, LLC | Reduce 45.37% | -$126M | $151M | 2.46% | Aug 14, 2026 |
| Fisher Asset Management, LLC | Added 2.24% | +$120M | $5.47B | 1.63% | Aug 4, 2026 |
| Artisan Partners Limited Partnership | Reduce 91.63% | -$111M | $10.1M | 0.02% | Aug 13, 2026 |
| Natixis | Reduce 84.18% | -$108M | $20.4M | 0.08% | Aug 13, 2026 |
| Bessemer Group Inc | Added 66.43% | +$102M | $257M | 0.35% | Aug 12, 2026 |
| Wellington Management Group LLP | Added 10.12% | +$98.5M | $1.07B | 0.18% | Aug 14, 2026 |
| 1832 Asset Management L.P. | Added 1603.64% | +$98.4M | $105M | 0.05% | Aug 13, 2026 |
| Meitav Investment House Ltd | New Buy | +$94.5M | $94.5M | 0.64% | Jul 20, 2026 |
| Junto Capital Management LP | Sell 100% | -$93M | $0 | 0.00% | Aug 14, 2026 |
| Westfield Capital Management Co LP | Added 89.42% | +$92.8M | $197M | 0.64% | Aug 12, 2026 |
| Holocene Advisors, LP | Added 72.10% | +$92.1M | $220M | 0.50% | Aug 14, 2026 |
| Blue Sparrow, LLC | Reduce 49.08% | -$87.9M | $91.2M | 0.89% | Aug 14, 2026 |
| Winslow Capital Management, LLC | Added 42.11% | +$85M | $287M | 0.99% | Aug 13, 2026 |
| DJE Kapital AG | Added 364.56% | +$72.7M | $92.6M | 1.75% | Aug 4, 2026 |
| Ossiam | New Buy | +$72.6M | $72.6M | 0.96% | Aug 13, 2026 |
| Nearwater Capital Markets, Ltd | New Buy | +$71.1M | $71.1M | 1.23% | Aug 14, 2026 |
| Axiom Investors LLC | Reduce 10.52% | -$68.5M | $583M | 5.04% | Aug 12, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 20.12% | +$65.7M | $392M | 0.55% | Aug 13, 2026 |
| Alecta Tjanstepension Omsesidigt | Reduce 22.33% | -$59.7M | $208M | 0.87% | Jul 23, 2026 |
| Zurich Insurance Group Ltd | Added 93.12% | +$58.4M | $121M | 0.84% | Aug 14, 2026 |
| APG Asset Management N.V. | Added 43.59% | +$57.4M | $189M | 0.46% | Aug 12, 2026 |
| Tradewinds, LLC. | Reduce 83.17% | -$57.3M | $11.6M | 2.61% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Added 45.79% | +$54M | $172M | 0.24% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 10.68% | +$51.6M | $534M | 0.36% | Aug 13, 2026 |
| Canada Pension Plan Investment Board | Added 8.10% | +$50.5M | $675M | 0.37% | Aug 14, 2026 |
| Huntington National Bank | Added 214.82% | +$48.3M | $70.7M | 0.34% | Aug 13, 2026 |
| Natixis Advisors, LLC | Added 21.19% | +$47.1M | $269M | 0.30% | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | Added 51.12% | +$45.5M | $135M | 0.60% | Aug 13, 2026 |
| Pictet Asset Management Holding SA | Added 28.82% | +$43M | $192M | 0.18% | Jul 30, 2026 |
| Korea Investment CORP | Added 32.97% | +$42.6M | $172M | 0.33% | Aug 12, 2026 |
| Thrivent Financial for Lutherans | Reduce 10.20% | -$42.2M | $371M | 0.62% | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 7.34% | +$41.2M | $603M | 0.33% | Aug 7, 2026 |
| Credit Agricole S A | Reduce 38.03% | -$40.4M | $65.9M | 0.13% | Aug 14, 2026 |
| Cibc World Market Inc. | Reduce 22.48% | -$40.2M | $139M | 0.22% | Aug 13, 2026 |
| Caldwell Investment Management Ltd. | Sell 100% | -$39.6M | $0 | 0.00% | Aug 11, 2026 |
| Castleark Management LLC | Added 780.67% | +$38.6M | $43.6M | 1.18% | Aug 14, 2026 |
| ARS Investment Partners, LLC | Reduce 96.36% | -$37M | $1.4M | 0.06% | Jul 9, 2026 |
| Sapient Capital LLC | Added 1699.34% | +$35.8M | $37.9M | 0.50% | Jul 9, 2026 |
| NewEdge Wealth, LLC | Added 1012.34% | +$34.5M | $37.9M | 0.38% | Aug 10, 2026 |
| Westwood Holdings Group Inc | Added 9942.36% | +$33.6M | $33.9M | 0.26% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 29.50% | -$33.2M | $79.3M | 0.05% | Aug 11, 2026 |
| Public Sector Pension Investment Board | Reduce 26.66% | -$32.7M | $90M | 0.23% | Aug 13, 2026 |
| Susquehanna Fundamental Investments, LLC | New Buy | +$32.5M | $32.5M | 0.61% | Aug 14, 2026 |
| FIL Ltd | Added 9.74% | +$30.5M | $344M | 0.25% | Aug 13, 2026 |
| Quantinno Capital Management LP | Added 15.65% | +$30M | $222M | 0.27% | Aug 13, 2026 |
| Danica Pension, Livsforsikringsaktieselskab | Added 162.61% | +$29.8M | $48.1M | 0.77% | Aug 10, 2026 |
| AEGON ASSET MANAGEMENT UK Plc | Added 21.71% | +$29.3M | $164M | 1.75% | Jul 13, 2026 |
| Regions Financial Corp | Added 67.23% | +$27.6M | $68.6M | 0.41% | Aug 10, 2026 |
| Banco Santander, S.A. | Added 31.04% | +$27.1M | $114M | 0.71% | Jul 29, 2026 |
| KBC Group NV | Reduce 7.12% | -$27M | $352M | 0.76% | Aug 5, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added 77.08% | +$26.8M | $61.5M | 0.05% | Aug 14, 2026 |
| Aristotle Capital Management, LLC | Reduce 19.79% | -$26.8M | $108M | 0.23% | Aug 14, 2026 |
| Focused Investors LLC | Reduce 10.12% | -$26M | $231M | 7.79% | Jul 28, 2026 |
| Agf Management Ltd | Reduce 19.90% | -$25.6M | $103M | 0.40% | Aug 10, 2026 |
| Aberdeen Group plc | Reduce 9.89% | -$23.8M | $217M | 0.30% | Jul 31, 2026 |
| Hound Partners, LLC | Sell 100% | -$23.3M | $0 | 0.00% | Aug 14, 2026 |
| Hamlin Capital Management, LLC | Reduce 8.57% | -$23.1M | $246M | 5.54% | Jul 7, 2026 |
| Cornerstone Advisors, LLC | New Buy | +$22.2M | $22.2M | 0.73% | Aug 7, 2026 |
| Retirement Systems of Alabama | Reduce 12.93% | -$21.3M | $144M | 0.43% | Jul 28, 2026 |
| Donaldson Capital Management, LLC | Reduce 21.88% | -$21.2M | $75.7M | 2.16% | Aug 5, 2026 |
| Vinva Investment Management Ltd | Sell 100% | -$21M | $0 | 0.00% | Aug 14, 2026 |
| Fideuram Asset Management (Ireland) dac | Added 2851.06% | +$20.7M | $21.4M | 0.41% | Jul 23, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$20.5M | $0 | 0.00% | Aug 14, 2026 |
| Delta Global Management LP | New Buy | +$20M | $20M | 2.17% | Aug 13, 2026 |
| Calamos Advisors LLC | Reduce 17.43% | -$19.5M | $92.5M | 0.31% | Jul 31, 2026 |
| Artemis Investment Management LLP | New Buy | +$19.5M | $19.5M | 0.17% | Jul 23, 2026 |
| Capitolis Liquid Global Markets LLC | Reduce 79.58% | -$18.8M | $4.81M | 0.02% | Aug 13, 2026 |
| Evercore Wealth Management, LLC | Reduce 7.58% | -$18.7M | $227M | 3.22% | Aug 14, 2026 |
| Longaeva Partners L.P. | Reduce 28.20% | -$18.5M | $47.1M | 1.03% | Aug 14, 2026 |
| Chilton Capital Management LLC | Reduce 31.02% | -$18.4M | $40.8M | 1.29% | Aug 4, 2026 |
| Mizuho Securities USA LLC | Added 129.03% | +$17.8M | $31.6M | 0.30% | Jul 28, 2026 |
| Alphinity Investment Management Pty Ltd | Added 8.95% | +$17.7M | $215M | 3.58% | Jul 29, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$16.3M | $16.3M | 0.26% | Jul 28, 2026 |
| Voleon Capital Management LP | Reduce 45.70% | -$16.1M | $19.1M | 0.35% | Aug 14, 2026 |
| JBF Capital, Inc. | Added 300.00% | +$15.7M | $20.9M | 2.74% | Aug 13, 2026 |
| MML Investors Services, LLC | Added 17.03% | +$15.5M | $107M | 0.22% | Aug 7, 2026 |
| Mn Services Vermogensbeheer B.V. | Added 25.30% | +$14.6M | $72.2M | 0.54% | Jul 31, 2026 |
| UniSuper Management Pty Ltd | Added 10.88% | +$14.4M | $147M | 0.76% | Aug 14, 2026 |
| NorthCoast Asset Management LLC | Added 141.18% | +$14.3M | $24.4M | 0.54% | Aug 12, 2026 |
| Ofi Invest Asset Management | Added 7.72% | +$14.3M | $199M | 1.99% | Jul 17, 2026 |
| Exchange Traded Concepts, LLC | Added 258.84% | +$14.2M | $19.7M | 0.09% | Aug 11, 2026 |
| ASR Vermogensbeheer N.V. | Reduce 42.83% | -$14.2M | $19M | 0.20% | Jul 20, 2026 |
| Erste Asset Management GmbH | Added 49.57% | +$14.2M | $42.9M | 0.33% | Jul 28, 2026 |
| Handelsbanken Fonder AB | Added 14.82% | +$14.2M | $110M | 0.31% | Jul 10, 2026 |
| OMERS ADMINISTRATION Corp | Added 76.37% | +$14M | $32.4M | 0.19% | Aug 13, 2026 |
| Leuthold Group, LLC | Reduce 93.94% | -$13.9M | $899K | 0.09% | Aug 4, 2026 |
| Premier Fund Managers Ltd | New Buy | +$13.9M | $13.9M | 1.26% | Jul 22, 2026 |
| Commerce Bank | Reduce 5.14% | -$13.8M | $255M | 1.12% | Aug 12, 2026 |
| HM Payson & Co | Added 661.33% | +$13.1M | $15.1M | 0.20% | Jul 17, 2026 |
| Fayez Sarofim & Co | Reduce 3.78% | -$12.9M | $329M | 0.77% | Aug 17, 2026 |
| Fullerton Fund Management Co Ltd. | Added 14.65% | +$12.7M | $99.4M | 6.39% | Aug 14, 2026 |
| Tredje AP-fonden | Added 16.63% | +$12.5M | $87.9M | 0.40% | Aug 10, 2026 |