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Morgan Stanley
MS

Overview Fund Activity

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, 757 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
757
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$299M
2
Marshall Wace
Marshall Wace
United Kingdom
+$253M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$250M
4
UBS AM
UBS AM
Illinois
+$217M
5
Squarepoint
Squarepoint
New York
+$209M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$568M
2
Millennium Management
Millennium Management
New York
-$521M
3
State Street
State Street
Massachusetts
-$426M
4
Barclays
Barclays
United Kingdom
-$414M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
51
Mitsubishi UFJ Asset Management
Japan
$326M +$23.1M +163,980 +8%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$323M +$61.8M +438,917 +24%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$323M +$40.5M +287,671 +14%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$319M -$6.77M -48,044 -2%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$317M +$298K +2,113 +0.1%
Raymond James Financial
56
Raymond James Financial
Florida
$317M -$28.2M -200,450 -8%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$313M -$4.44M -31,500 -1%
Fidelity International
58
Fidelity International
Bermuda
$303M +$73.6M +522,678 +32%
Marshall Wace
59
Marshall Wace
United Kingdom
$295M +$253M +1,793,774 +601%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$288M -$93.1M -660,607 -24%
LPL Financial
61
LPL Financial
California
$284M +$12.3M +87,548 +5%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$281M -$62.1M -440,871 -18%
Federated Hermes
63
Federated Hermes
Pennsylvania
$278M -$33M -234,173 -11%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$261M -$927K -6,583 -0.4%
Fayez Sarofim & Co
65
Fayez Sarofim & Co
Texas
$260M -$26.3M -186,386 -9%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$258M -$6.24M -44,333 -2%
KBC Group
67
KBC Group
Belgium
$253M +$186M +1,317,905 +274%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$253M -$74.3M -527,338 -23%
Squarepoint
69
Squarepoint
New York
$237M +$209M +1,481,781 +750%
Allianz Asset Management
70
Allianz Asset Management
Germany
$232M -$70.6M -501,443 -23%
Stifel Financial
71
Stifel Financial
Missouri
$226M -$2.06M -14,608 -0.9%
HCM
72
Hamlin Capital Management
New York
$215M +$1.81M +12,825 +0.8%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$213M -$184K -1,306 -0.1%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$213M -$1.63M -11,539 -0.8%
HighTower Advisors
75
HighTower Advisors
Illinois
$203M +$9.78M +70,568 +5%
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