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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 %
Legal & General Group
26
Legal & General Group
United Kingdom
$1.15B 8,136,401 -75,162 -0.9%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.13B 8,023,833 -13,508 -0.2%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$902M 6,402,618 +816,046 +15%
Morgan Stanley
29
Morgan Stanley
New York
$847M 6,016,114 -134,851 -2%
Amundi
30
Amundi
France
$815M 5,843,655 +643,591 +12%
Capital World Investors
31
Capital World Investors
California
$795M 5,643,069 +23,673 +0.4%
NL
32
Nuveen LLC
North Carolina
$774M 5,493,015 -1,085,424 -16%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$770M 5,469,124 +429,550 +9%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$657M 4,667,050 -2,314,332 -33%
Deutsche Bank
35
Deutsche Bank
Germany
$646M 4,584,245 +174,906 +4%
AIM
36
Alphinity Investment Management
Australia
$588M 4,171,730 -1,176,743 -22%
Wells Fargo
37
Wells Fargo
California
$579M 4,107,018 -23,266 -0.6%
Principal Financial Group
38
Principal Financial Group
Iowa
$566M 4,021,051 -48,216 -1%
Boston Partners
39
Boston Partners
Massachusetts
$545M 3,867,159 +11,861 +0.3%
Citadel Advisors
40
Citadel Advisors
Florida
$543M 3,853,351 +2,120,617 +122%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$489M 3,470,112 -322,224 -8%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$474M 3,370,723 -307,212 -8%
AI
43
Axiom Investors
Connecticut
$459M 3,259,245 +147,266 +5%
Barclays
44
Barclays
United Kingdom
$433M 3,072,419 -2,938,425 -49%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$429M 3,048,457 +101,773 +3%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$400M 2,839,512 -151,410 -5%
Citigroup
47
Citigroup
New York
$375M 2,661,035 -25,596 -1%
National Pension Service
48
National Pension Service
South Korea
$365M 2,592,686 +192,702 +8%
AllianceBernstein
49
AllianceBernstein
Tennessee
$364M 2,587,544 -37,455 -1%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$326M 2,317,323 +163,980 +8%
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