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Morgan Stanley
MS

Overview Fund Activity

2,153 hedge funds and large institutions have $189B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 875 increasing their positions, 755 reducing their positions, and 113 closing their positions.

Holders
2,153
Holders Change
+87
Holders Change %
+4.21%
% of All Funds
28.91%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.62%
New
244
Increased
875
Reduced
755
Closed
113
Calls
$2.79B
Puts
$3.6B
Net Calls
-$805M
Net Calls Change
+$758M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.23B
2
Citadel Advisors
2
Citadel Advisors
Florida
$543M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$295M
4
UBS AM
4
UBS AM
Illinois
$1.58B
5
Squarepoint
5
Squarepoint
New York
$237M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.41B
2
Millennium Management
2
Millennium Management
New York
$72M
3
State Street
3
State Street
Massachusetts
$14.7B
4
Barclays
4
Barclays
United Kingdom
$433M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.93B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$53.1B 377,085,167 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.8B 119,123,487 +1,354,142 +1%
State Street
3
State Street
Massachusetts
$14.7B 104,124,618 -3,021,615 -3%
BlackRock
4
BlackRock
New York
$13.4B 95,012,109 -1,226,243 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.52B 39,158,809 +579,045 +2%
Capital International Investors
6
Capital International Investors
California
$3.82B 27,153,727 +169,621 +0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.74B 26,633,092 -29,297 -0.1%
Fisher Asset Management
8
Fisher Asset Management
Washington
$3.39B 24,045,186 +749,150 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.93B 20,823,553 -2,704,842 -11%
Capital Research Global Investors
10
Capital Research Global Investors
California
$2.73B 19,384,370 -578,058 -3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$2.69B 19,124,172 -180,871 -0.9%
Bank of America
12
Bank of America
North Carolina
$2.41B 17,074,635 -4,033,904 -19%
Norges Bank
13
Norges Bank
Norway
$2.23B 15,865,987 +15,865,987 New
Goldman Sachs
14
Goldman Sachs
New York
$2.22B 15,771,472 -806,044 -5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$1.93B 13,714,110 -2,591,994 -16%
Northern Trust
16
Northern Trust
Illinois
$1.93B 13,703,501 -103,652 -0.8%
Ameriprise
17
Ameriprise
Minnesota
$1.89B 13,438,530 +374,711 +3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.72B 12,223,738 +903,590 +8%
UBS AM
19
UBS AM
Illinois
$1.58B 11,190,724 +1,537,814 +16%
UBS Group
20
UBS Group
Switzerland
$1.57B 11,121,603 -1,005,119 -8%
Charles Schwab
21
Charles Schwab
California
$1.55B 10,980,120 +28,420 +0.3%
Franklin Resources
22
Franklin Resources
California
$1.36B 9,623,305 +1,476,372 +18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.32B 9,341,223 -46,681 -0.5%
Invesco
24
Invesco
Georgia
$1.24B 8,834,557 -125,197 -1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.23B 8,733,818 +1,062,996 +14%
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