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Morgan Stanley
MS

2,204 hedge funds and large institutions have $191B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 247 funds opening new positions, 893 increasing their positions, 771 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 247 | Existing positions closed: 117

62% more funds holding in top 10

Funds holding in top 10: 29 → 47 (+18)

20% more capital invested

Capital invested by funds: $159B → $191B (+$31.5B)

16% more repeat investments, than reductions

Existing positions increased: 893 | Existing positions reduced: 771

5% more funds holding

Funds holding: 2,099 → 2,204 (+105)

0.32% less ownership

Funds ownership: 84.69% → 84.37% (-0.32%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,204
Holders Change
+105
Holders Change %
+5%
% of All Funds
29.02%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
0.62%
New
247
Increased
893
Reduced
771
Closed
117
Calls
$3.27B
Puts
$4.11B
Net Calls
-$840M
Net Calls Change
+$724M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$260M
2
Marshall Wace
Marshall Wace
United Kingdom
+$220M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$218M
4
UBS AM
UBS AM
Illinois
+$189M
5
Squarepoint
Squarepoint
New York
+$182M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$495M
2
Millennium Management
Millennium Management
New York
-$454M
3
State Street
State Street
Massachusetts
-$371M
4
Barclays
Barclays
United Kingdom
-$361M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$332M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
751
Comprehensive Financial Consultants Institutional
Indiana
$2.8M -$20.4K -166 -0.8%
BIM
752
Baldwin Investment Management
Pennsylvania
$2.8M -$25.3K -206 -1%
EWM
753
Empirical Wealth Management
Washington
$2.78M +$463K +3,766 +24%
AC
754
Avestar Capital
New York
$2.78M +$327K +2,665 +16%
CT
755
Caldwell Trust
Florida
$2.76M -$30.1K -245 -1%
AFG
756
Atomi Financial Group
New York
$2.75M +$530K +4,314 +28%
SWP
757
Sagespring Wealth Partners
Tennessee
$2.75M +$430K +3,502 +22%
TS
758
Triglav Skladi
Slovenia
$2.75M – – –
RE
759
Rydar Equities
Texas
$2.73M +$2.38M +19,357 New
Luther King Capital Management (LKCM)
760
Luther King Capital Management (LKCM)
Texas
$2.73M +$224K +1,827 +10%
HIA
761
Harvest Investment Advisors
Florida
$2.72M -$31.3K -255 -1%
WAM
762
Wakefield Asset Management
Colorado
$2.7M -$29K -236 -1%
HCCM
763
Hudson Canyon Capital Management
New York
$2.68M +$2.46K +20 +0.1%
HAIM
764
Hunter Associates Investment Management
Pennsylvania
$2.67M -$799K -6,504 -26%
CAM
765
Covenant Asset Management
New Jersey
$2.66M -$2.77M -22,519 -54%
CICI
766
Capital Investment Counsel Inc
North Carolina
$2.66M -$31.6K -257 -1%
DLCIG
767
D.L. Carlson Investment Group
New Hampshire
$2.65M -$323K -2,627 -12%
VFA
768
Valeo Financial Advisors
Indiana
$2.62M +$208K +1,696 +10%
FAM
769
Fulcrum Asset Management
United Kingdom
$2.61M +$2.28M +18,564 New
AIM
770
Acropolis Investment Management
Missouri
$2.61M +$983 +8 +0%
AWM
771
AE Wealth Management
Kansas
$2.61M +$568K +4,624 +33%
CIA
772
Choate Investment Advisors
Massachusetts
$2.61M +$924K +7,522 +68%
JWM
773
JPL Wealth Management
Colorado
$2.59M +$46.2K +376 +2%
TYCC
774
Texas Yale Capital Corp
Florida
$2.59M +$18.4K +150 +0.8%
WT
775
Whittier Trust
California
$2.58M +$92.7K +755 +4%
29 30
31
32 33

MS Hedge Fund Activity: Q2 2025 in Review

2,204 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2025, worth a combined $191B — up 20% from $159B a quarter earlier.

Buyers outnumbered sellers: 247 funds opened new MS positions and 117 closed out — a net gain of 130 holders — while 893 added to existing stakes and 771 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $260M. The largest seller was Bank of America, cutting an estimated $495M.

  • 2,204 institutional investors held Morgan Stanley (MS) as of Q2 2025, up from 2,099 in Q1 2025.
  • Funds reported $191B of Morgan Stanley stock for Q2 2025, up 20% quarter-over-quarter.
  • 247 funds opened new Morgan Stanley positions in Q2 2025 and 117 closed out, a net change of +130 holders.
  • The largest Morgan Stanley buyer in Q2 2025 was Citadel Advisors, an estimated $260M added.
  • The largest Morgan Stanley seller in Q2 2025 was Bank of America, an estimated $495M sold.

Based on aggregated 13F filings for Q2 2025.