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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
MG
901
Mather Group
Illinois
$1.8M +$79.5K +647 +5%
ICP
902
Interchange Capital Partners
Pennsylvania
$1.8M +$21.7K +177 +1%
VCWA
903
Vanguard Capital Wealth Advisors
Colorado
$1.79M -$67.6K -550 -4%
RCM
904
Radnor Capital Management
Pennsylvania
$1.79M – – –
PCM
905
Parsons Capital Management
Rhode Island
$1.78M +$77.3K +629 +5%
KNW
906
Kesler Norman & Wride
Utah
$1.78M +$61K +497 +4%
MA
907
Mutual Advisors
Nebraska
$1.78M +$139K +1,132 +10%
SACTSONJ
908
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.77M – – –
SAI
909
Savvy Advisors Inc
New York
$1.77M +$71.1K +579 +5%
EM
910
Excalibur Management
Massachusetts
$1.77M +$7.98K +65 +0.5%
BCM
911
Bayesian Capital Management
New York
$1.75M +$1.52M +12,400 New
LRWA
912
Long Run Wealth Advisors
New York
$1.73M -$131K -1,064 -8%
CF
913
Centaurus Financial
California
$1.73M +$181K +1,470 +14%
TNBTD
914
Trustmark National Bank Trust Department
Mississippi
$1.72M +$16.7K +136 +1%
BFS
915
Bard Financial Services
Connecticut
$1.72M – – –
BJL
916
Brighton Jones LLC
Washington
$1.71M -$150K -1,218 -9%
VCM
917
Viewpoint Capital Management
Washington
$1.71M – – –
LSV Asset Management
918
LSV Asset Management
Illinois
$1.7M +$47.2K +384 +3%
MIA
919
MMBG Investment Advisors
Florida
$1.7M +$1.48M +12,065 New
GAMC
920
Garner Asset Management Corp
Texas
$1.7M -$193K -1,568 -12%
FM
921
Foster & Motley
Ohio
$1.69M -$110K -896 -7%
KAS
922
KPP Advisory Services
Kentucky
$1.69M +$128K +1,042 +10%
BPWM
923
BCS Private Wealth Management
New Jersey
$1.68M +$1.47M +11,947 New
DWM
924
Dynasty Wealth Management
Florida
$1.68M -$332K -2,707 -18%
VA
925
VestGen Advisors
Illinois
$1.67M -$50.2K -409 -3%
35 36
37
38 39

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.