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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 173 funds opening new positions, 874 increasing their positions, 741 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,066
Holders Change
-18
Holders Change %
-0.86%
% of All Funds
28.07%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.39%
New
173
Increased
874
Reduced
741
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$13.7B
2
Barclays
Barclays
United Kingdom
$701M
3
Goldman Sachs
Goldman Sachs
New York
$1.93B
4
Bank of America
Bank of America
North Carolina
$2.46B
5
AI
Axiom Investors
Connecticut
$363M

Top Sellers

1
State Street
State Street
Massachusetts
$12.5B
2
Capital International Investors
Capital International Investors
California
$3.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.5B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$895M -$7.7M -66,029 -0.9%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$884M +$34.8M +298,500 +4%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$815M -$21.4M -183,456 -3%
NL
29
Nuveen LLC
North Carolina
$768M +$768M +6,578,439 New
Morgan Stanley
30
Morgan Stanley
New York
$718M +$8.24M +70,586 +1%
Barclays
31
Barclays
United Kingdom
$701M +$408M +3,493,033 +139%
Capital World Investors
32
Capital World Investors
California
$656M -$4.2M -36,003 -0.6%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$652M -$15.2M -130,521 -2%
AIM
34
Alphinity Investment Management
Australia
$624M -$72.5M -621,017 -10%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$581M -$50.1M -434,669 -8%
Amundi
36
Amundi
France
$568M +$101M +925,713 +22%
Deutsche Bank
37
Deutsche Bank
Germany
$514M -$53.8M -460,920 -9%
Millennium Management
38
Millennium Management
New York
$491M +$60.9M +521,943 +14%
Wells Fargo
39
Wells Fargo
California
$482M -$29.2M -250,479 -6%
Principal Financial Group
40
Principal Financial Group
Iowa
$475M -$19.6M -167,918 -4%
Boston Partners
41
Boston Partners
Massachusetts
$449M -$12.3M -105,680 -3%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$442M -$53.4M -458,056 -11%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$428M +$25.3M +217,427 +6%
AI
44
Axiom Investors
Connecticut
$363M +$181M +1,555,015 +100%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$349M +$21.7M +185,846 +7%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$344M +$54.4M +466,012 +19%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$316M +$39.2M +335,927 +14%
Citigroup
48
Citigroup
New York
$313M +$82.1M +703,634 +35%
AllianceBernstein
49
AllianceBernstein
Tennessee
$306M -$30.8M -264,323 -9%
Raymond James Financial
50
Raymond James Financial
Florida
$286M -$15.1M -129,651 -5%
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