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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 %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$323M 2,295,379 +438,917 +24%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$323M 2,293,334 +287,671 +14%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$319M 2,264,771 -48,044 -2%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$317M 2,253,747 +2,113 +0.1%
Raymond James Financial
55
Raymond James Financial
Florida
$317M 2,247,993 -200,450 -8%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$313M 2,223,850 -31,500 -1%
Fidelity International
57
Fidelity International
Bermuda
$303M 2,152,901 +522,678 +32%
Marshall Wace
58
Marshall Wace
United Kingdom
$295M 2,092,341 +1,793,774 +601%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$288M 2,047,882 -660,607 -24%
LPL Financial
60
LPL Financial
California
$284M 2,017,525 +87,548 +5%
Ensign Peak Advisors
61
Ensign Peak Advisors
Utah
$281M 1,995,635 -440,871 -18%
Federated Hermes
62
Federated Hermes
Pennsylvania
$278M 1,970,570 -234,173 -11%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$261M 1,855,318 -6,583 -0.4%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$260M 1,844,057 -186,386 -9%
Public Employees Retirement Association of Colorado
65
Public Employees Retirement Association of Colorado
Colorado
$258M 1,834,801 -44,333 -2%
KBC Group
66
KBC Group
Belgium
$253M 1,799,625 +1,317,905 +274%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$253M 1,797,450 -527,338 -23%
Squarepoint
68
Squarepoint
New York
$237M 1,679,297 +1,481,781 +750%
Allianz Asset Management
69
Allianz Asset Management
Germany
$232M 1,645,224 -501,443 -23%
Stifel Financial
70
Stifel Financial
Missouri
$226M 1,604,613 -14,608 -0.9%
HCM
71
Hamlin Capital Management
New York
$215M 1,528,105 +12,825 +0.8%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$213M 1,513,135 -1,306 -0.1%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$213M 1,512,664 -11,539 -0.8%
HighTower Advisors
74
HighTower Advisors
Illinois
$203M 1,464,109 +70,568 +5%
Bessemer Group
75
Bessemer Group
New Jersey
$198M 1,409,071 -60,522 -4%
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