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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 %
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$10.3M +$1.46M +12,504 +16%
IIM
402
Intact Investment Management
Quebec, Canada
$10.3M +$70K +600 +0.7%
A
403
Allianz
Germany
$10.3M – – –
Capstone Investment Advisors
404
Capstone Investment Advisors
New York
$10.2M +$9.22M +79,040 +924%
LA
405
LBP AM
France
$10.1M -$373K -3,199 -4%
PI
406
PGGM Investments
Netherlands
$10.1M +$3.69M +31,614 +57%
BCI
407
Brinker Capital Investments
Pennsylvania
$10.1M -$243K -2,079 -2%
OPS
408
Orion Portfolio Solutions
Nebraska
$10.1M -$243K -2,079 -2%
FMI
409
F/M Investments
District of Columbia
$10.1M -$677K -5,803 -6%
AAM
410
Advisors Asset Management
Colorado
$9.77M +$1.44M +12,376 +17%
BCV
411
Banque Cantonale Vaudoise
Switzerland
$9.73M +$9.73M +83,419 New
OC
412
Oppenheimer & Co
New York
$9.73M -$4.22M -36,150 -30%
DCM
413
Dupont Capital Management
Delaware
$9.71M -$1.81M -15,522 -16%
LI
414
LMCG Investments
Massachusetts
$9.55M +$125K +1,068 +1%
HIC
415
Hartline Investment Corp
Illinois
$9.52M +$1.65M +14,148 +21%
NIM
416
NEOS Investment Management
Connecticut
$9.52M +$486K +4,166 +5%
GC
417
Guggenheim Capital
Illinois
$9.45M -$4.36M -37,332 -32%
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$9.39M +$105K +897 +1%
Balyasny Asset Management
419
Balyasny Asset Management
Illinois
$9.39M -$18.5M -158,812 -66%
MIG
420
McGuire Investment Group
Rhode Island
$9.35M +$12K +103 +0.1%
EF
421
Empowered Funds
Pennsylvania
$9.3M +$301K +2,578 +3%
Eagle Capital Management (New York)
422
Eagle Capital Management (New York)
New York
$9.29M -$1.15M -9,850 -11%
GAB
423
German American Bancorp
Indiana
$9.24M +$73.9K +633 +0.8%
GCA
424
Greenwood Capital Associates
South Carolina
$9.23M +$818K +7,008 +10%
Jane Street
425
Jane Street
New York
$9.2M -$83M -711,051 -90%
15 16
17
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