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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 %
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$284M -$334K -2,860 -0.1%
National Pension Service
52
National Pension Service
South Korea
$280M +$10M +86,056 +4%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$271M +$27M +231,496 +11%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$270M -$6.77M -58,041 -2%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$263M +$77.4M +663,454 +42%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$263M +$371K +3,183 +0.1%
Federated Hermes
57
Federated Hermes
Pennsylvania
$257M +$74.1M +634,795 +40%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$251M +$26.6M +228,039 +12%
Allianz Asset Management
59
Allianz Asset Management
Germany
$250M +$158M +1,352,787 +170%
Fayez Sarofim & Co
60
Fayez Sarofim & Co
Texas
$237M -$24.3M -208,271 -9%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$234M -$18.3M -156,477 -7%
LPL Financial
62
LPL Financial
California
$225M +$5.88M +50,362 +3%
American Century Companies
63
American Century Companies
Missouri
$225M -$47.2M -404,435 -17%
Public Employees Retirement Association of Colorado
64
Public Employees Retirement Association of Colorado
Colorado
$219M +$11.5M +98,389 +6%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$217M -$1.77M -15,191 -0.8%
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$217M -$24.7M -211,293 -10%
Citadel Advisors
67
Citadel Advisors
Florida
$202M -$190M -1,631,118 -48%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$197M +$52.8M +452,348 +37%
CCM
69
Cullen Capital Management
New York
$194M -$19.5M -167,470 -9%
Fidelity International
70
Fidelity International
Bermuda
$190M -$71M -608,193 -27%
Stifel Financial
71
Stifel Financial
Missouri
$189M +$1.99M +17,090 +1%
Prudential Financial
72
Prudential Financial
New Jersey
$188M +$14.3M +122,461 +8%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$178M -$12.1M -104,100 -6%
HCM
74
Hamlin Capital Management
New York
$177M +$2.87M +24,610 +2%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$177M +$945K +8,104 +0.5%
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