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Morgan Stanley
MS

Overview Fund Activity

2,066 hedge funds and large institutions have $157B invested in Morgan Stanley in 2025 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 873 increasing their positions, 743 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,066
Holders Change
-19
Holders Change %
-0.91%
% of All Funds
28.06%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.39%
New
172
Increased
873
Reduced
743
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$891M
2
Barclays
Barclays
United Kingdom
+$408M
3
Goldman Sachs
Goldman Sachs
New York
+$305M
4
Bank of America
Bank of America
North Carolina
+$268M
5
AI
Axiom Investors
Connecticut
+$181M

Top Sellers

1
State Street
State Street
Massachusetts
-$482M
2
Capital International Investors
Capital International Investors
California
-$350M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$326M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
226
Nomura Holdings
Japan
$30.6M +$23.4M +200,663 +325%
CIC
227
Chilton Investment Company
Connecticut
$30.4M -$1.41M -12,095 -4%
MAA
228
Matrix Asset Advisors
New York
$30.4M -$2.34M -20,073 -7%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$29.6M -$460K -4,582 -2%
AQR Capital Management
230
AQR Capital Management
Connecticut
$29.5M +$6.74M +59,351 +30%
N
231
Natixis
France
$29.5M +$29.5M +256,571 New
HIMC
232
Heritage Investors Management Corp
Maryland
$29.4M -$665K -5,701 -2%
MCM
233
Maple Capital Management
Vermont
$29M -$1.98M -16,988 -6%
DZ Bank
234
DZ Bank
Germany
$28.9M +$25.5M +218,960 +755%
MLL
235
Moody Lynn & Lieberson
Massachusetts
$28.8M +$228K +1,958 +0.8%
KeyBank National Association
236
KeyBank National Association
Ohio
$28.8M -$398K -3,413 -1%
GF
237
Gabelli Funds
New York
$28.5M -$795K -6,810 -3%
TWC
238
TD Waterhouse Canada
Ontario, Canada
$28.4M -$1.73M -14,974 -6%
QCM
239
Quantinno Capital Management
New York
$28.2M +$13.2M +112,808 +88%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
240
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28M +$1.72M +14,752 +7%
Kovitz Investment Group Partners
241
Kovitz Investment Group Partners
Illinois
$27.9M -$79.9K -685 -0.3%
Acadian Asset Management
242
Acadian Asset Management
Massachusetts
$27.8M -$3.32M -28,473 -11%
AB
243
Amalgamated Bank
New York
$27.7M +$314K +2,688 +1%
MSV
244
MN Services Vermogensbeheer
Netherlands
$27.2M -$4.12M -35,300 -13%
CGH
245
Crossmark Global Holdings
Texas
$27M +$357K +3,061 +1%
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$27M -$149K -1,277 -0.5%
FIA
247
Foundations Investment Advisors
Arizona
$26.9M +$18.5M +158,403 +220%
Cerity Partners
248
Cerity Partners
New York
$26.9M -$587K -5,031 -2%
BCAM
249
Boston Common Asset Management
Massachusetts
$26.6M +$10M +85,985 +60%
II
250
IFM Investors
Australia
$26.4M -$130K -1,112 -0.5%
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