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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 %
TAM
851
Trust Asset Management
Texas
$2.02M – – –
TCOV
852
Trust Company of Vermont
Vermont
$2.01M +$37.2K +264 +2%
SCTC
853
Sanibel Captiva Trust Company
Florida
$2.01M +$129K +915 +7%
DI
854
Diligent Investors
California
$2M +$43.2K +307 +2%
CWAG
855
Compton Wealth Advisory Group
Virginia
$1.99M +$99.7K +708 +5%
HA
856
Huntleigh Advisors
Missouri
$1.98M +$1.98M +14,087 New
CWM
857
Chesapeake Wealth Management
Virginia
$1.98M -$87.6K -622 -4%
KF
858
Krilogy Financial
Missouri
$1.97M -$93.1K -661 -5%
QWM
859
Quadcap Wealth Management
Texas
$1.97M -$3.52K -25 -0.2%
TAM
860
Tocqueville Asset Management
New York
$1.96M – – –
CCG
861
Chatham Capital Group
Georgia
$1.94M -$567K -4,025 -23%
TF
862
TLWM Financial
Texas
$1.94M -$10.1K -72 -0.5%
TCM
863
Teza Capital Management
Illinois
$1.93M +$1.3M +9,197 +204%
QC
864
Quent Capital
New York
$1.91M +$45.8K +325 +2%
WPC
865
Wedmont Private Capital
Pennsylvania
$1.91M +$159K +1,126 +9%
CAM
866
Congress Asset Management
Massachusetts
$1.91M -$123K -876 -6%
SFM
867
Systematic Financial Management
New Jersey
$1.9M – – –
NB
868
NBT Bank
New York
$1.9M -$35.2K -250 -2%
NG
869
Norden Group
Utah
$1.9M +$59.2K +420 +3%
CIP
870
Convergence Investment Partners
Florida
$1.89M -$20.6K -146 -1%
GDP
871
Great Diamond Partners
Maine
$1.88M +$10.1K +72 +0.5%
SAM
872
Silvercrest Asset Management
New York
$1.87M -$15.1K -107 -0.8%
AG
873
AlTi Global
New York
$1.87M +$50.5K +357 +3%
GSEP
874
Golden State Equity Partners
California
$1.87M -$52.4K -372 -3%
LSA
875
Lansing Street Advisors
Pennsylvania
$1.86M +$96.1K +682 +5%
33 34
35
36 37