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Morgan Stanley
MS

2,099 hedge funds and large institutions have $159B invested in Morgan Stanley in 2025 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 887 increasing their positions, 755 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 755

11% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 154

0.24% more ownership

Funds ownership: 84.45% → 84.69% (+0.24%)

1% less funds holding

Funds holding: 2,112 → 2,099 (-13)

8% less capital invested

Capital invested by funds: $173B → $159B (-$14.2B)

28% less funds holding in top 10

Funds holding in top 10: 40 → 29 (-11)

40% less call options, than puts

Call options by funds: $2.36B | Put options by funds: $3.92B

Holders
2,099
Holders Change
-13
Holders Change %
-0.62%
% of All Funds
28.15%
Holding in Top 10
29
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-27.5%
% of All Funds
0.39%
New
171
Increased
887
Reduced
755
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$250M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$984M
2
Barclays
Barclays
United Kingdom
+$450M
3
Goldman Sachs
Goldman Sachs
New York
+$336M
4
Bank of America
Bank of America
North Carolina
+$296M
5
AI
Axiom Investors
Connecticut
+$200M

Top Sellers

1
State Street
State Street
Massachusetts
-$533M
2
Capital International Investors
Capital International Investors
California
-$387M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$360M
4
JP Morgan Chase
JP Morgan Chase
New York
-$316M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$938M +$6.82M +52,938 +0.7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$895M -$8.51M -66,029 -0.9%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$884M +$38.5M +298,500 +4%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$815M -$23.6M -183,456 -3%
N
30
Nuveen
North Carolina
$768M +$142M +1,099,681 +20%
Morgan Stanley
31
Morgan Stanley
New York
$718M +$9.1M +70,586 +1%
Barclays
32
Barclays
United Kingdom
$701M +$450M +3,493,033 +139%
Capital World Investors
33
Capital World Investors
California
$656M -$4.64M -36,003 -0.6%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$652M -$16.8M -130,521 -2%
AIM
35
Alphinity Investment Management
Australia
$624M -$80M -621,017 -10%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$581M -$56M -434,669 -8%
Amundi
37
Amundi
France
$568M +$119M +925,713 +22%
Deutsche Bank
38
Deutsche Bank
Germany
$514M -$59.4M -460,920 -9%
Millennium Management
39
Millennium Management
New York
$491M +$67.3M +521,943 +14%
Wells Fargo
40
Wells Fargo
California
$482M -$32.3M -250,479 -6%
Principal Financial Group
41
Principal Financial Group
Iowa
$475M -$21.6M -167,918 -4%
Boston Partners
42
Boston Partners
Massachusetts
$449M -$13.6M -105,680 -3%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$442M -$59M -458,056 -11%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$428M +$28M +217,427 +6%
AI
45
Axiom Investors
Connecticut
$363M +$200M +1,555,015 +100%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$349M +$23.9M +185,846 +7%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$344M +$60M +466,012 +19%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$316M +$43.3M +335,927 +14%
Citigroup
49
Citigroup
New York
$313M +$90.7M +703,634 +35%
AllianceBernstein
50
AllianceBernstein
Tennessee
$306M -$34.1M -264,323 -9%
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MS Hedge Fund Activity: Q1 2025 in Review

2,099 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2025, worth a combined $159B — down 8.2% from $173B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new MS positions and 154 closed out — a net gain of 17 holders — while 887 added to existing stakes and 755 trimmed.

The largest buyer was Vanguard Group, adding an estimated $984M. The largest seller was State Street, cutting an estimated $533M.

  • 2,099 institutional investors held Morgan Stanley (MS) as of Q1 2025, down from 2,112 in Q4 2024.
  • Funds reported $159B of Morgan Stanley stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 171 funds opened new Morgan Stanley positions in Q1 2025 and 154 closed out, a net change of +17 holders.
  • The largest Morgan Stanley buyer in Q1 2025 was Vanguard Group, an estimated $984M added.
  • The largest Morgan Stanley seller in Q1 2025 was State Street, an estimated $533M sold.

Based on aggregated 13F filings for Q1 2025.