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Morgan Stanley
MS

Overview Fund Activity

2,163 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
2,163
Holders Change
+97
Holders Change %
+4.7%
% 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

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 %
HCCM
751
Hudson Canyon Capital Management
New York
$2.68M +$2.82K +20 +0.1%
HAIM
752
Hunter Associates Investment Management
Pennsylvania
$2.67M -$915K -6,504 -26%
CAM
753
Covenant Asset Management
New Jersey
$2.66M -$3.17M -22,519 -54%
CICI
754
Capital Investment Counsel Inc
North Carolina
$2.66M -$36.2K -257 -1%
DLCIG
755
D.L. Carlson Investment Group
New Hampshire
$2.65M -$370K -2,627 -12%
VFA
756
Valeo Financial Advisors
Indiana
$2.62M +$239K +1,696 +10%
AIM
757
Acropolis Investment Management
Missouri
$2.61M +$1.13K +8 +0%
AWM
758
AE Wealth Management
Kansas
$2.61M +$651K +4,624 +33%
CIA
759
Choate Investment Advisors
Massachusetts
$2.61M +$1.06M +7,522 +68%
JWM
760
JPL Wealth Management
Colorado
$2.59M +$53K +376 +2%
TYCC
761
Texas Yale Capital Corp
Florida
$2.59M +$21.1K +150 +0.8%
WT
762
Whittier Trust
California
$2.58M +$106K +755 +4%
MMA
763
Miracle Mile Advisors
California
$2.58M +$234K +1,663 +10%
PCM
764
Polymer Capital Management
New York
$2.57M +$1.63M +11,537 +171%
TPW
765
Talon Private Wealth
Florida
$2.57M +$219K +1,557 +9%
SC
766
Syon Capital
California
$2.56M +$189K +1,344 +8%
TC
767
TownSquare Capital
Utah
$2.56M -$9.94M -70,601 -80%
GGA
768
Granite Group Advisors
Connecticut
$2.56M +$278K +1,975 +12%
PI
769
PFG Investments
New York
$2.55M -$174K -1,236 -6%
AFM
770
Abbot Financial Management
Massachusetts
$2.55M – – –
SI
771
Shaker Investments
Ohio
$2.54M -$128K -910 -5%
LJHT
772
Laurie J. Hall Trustee
$2.54M – – –
Koshinski Asset Management
773
Koshinski Asset Management
Illinois
$2.53M +$82.1K +583 +3%
IB
774
Intrust Bank
Kansas
$2.53M +$30.3K +215 +1%
SA
775
Strategic Advisors
New York
$2.52M +$32K +227 +1%
29 30
31
32 33