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Morgan Stanley

2,162 hedge funds and large institutions have $190B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 879 increasing their positions, 758 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+96
Holders Change %
+4.65%
% of All Funds
28.99%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.62%
New
245
Increased
879
Reduced
758
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.23B +$150M +1,062,996 +14%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.15B -$10.6M -75,162 -0.9%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$1.13B -$1.9M -13,508 -0.2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$902M +$115M +816,046 +15%
Morgan Stanley
30
Morgan Stanley
New York
$847M -$19M -134,851 -2%
Amundi
31
Amundi
France
$815M +$89.8M +643,591 +12%
Capital World Investors
32
Capital World Investors
California
$795M +$3.33M +23,673 +0.4%
NL
33
Nuveen LLC
North Carolina
$774M -$153M -1,085,424 -16%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$770M +$60.5M +429,550 +9%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$657M -$326M -2,314,332 -33%
Deutsche Bank
36
Deutsche Bank
Germany
$646M +$24.6M +174,906 +4%
AIM
37
Alphinity Investment Management
Australia
$588M -$166M -1,176,743 -22%
Wells Fargo
38
Wells Fargo
California
$579M -$3.28M -23,266 -0.6%
Principal Financial Group
39
Principal Financial Group
Iowa
$566M -$6.79M -48,216 -1%
Boston Partners
40
Boston Partners
Massachusetts
$545M +$1.67M +11,861 +0.3%
Citadel Advisors
41
Citadel Advisors
Florida
$543M +$299M +2,120,617 +122%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$489M -$45.4M -322,224 -8%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$474M -$43.2M -307,212 -8%
AI
44
Axiom Investors
Connecticut
$459M +$20.7M +147,266 +5%
Barclays
45
Barclays
United Kingdom
$433M -$414M -2,938,425 -49%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$429M +$14.3M +101,773 +3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$400M -$21.3M -151,410 -5%
Citigroup
48
Citigroup
New York
$375M -$3.61M -25,596 -1%
National Pension Service
49
National Pension Service
South Korea
$365M +$27.1M +192,702 +8%
AllianceBernstein
50
AllianceBernstein
Tennessee
$364M -$5.28M -37,455 -1%