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Morgan Stanley
MS

Overview Fund Activity

2,153 hedge funds and large institutions have $189B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 875 increasing their positions, 755 reducing their positions, and 113 closing their positions.

Holders
2,153
Holders Change
+87
Holders Change %
+4.21%
% of All Funds
28.91%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.62%
New
244
Increased
875
Reduced
755
Closed
113
Calls
$2.79B
Puts
$3.6B
Net Calls
-$805M
Net Calls Change
+$758M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.23B
2
Citadel Advisors
2
Citadel Advisors
Florida
$543M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$295M
4
UBS AM
4
UBS AM
Illinois
$1.58B
5
Squarepoint
5
Squarepoint
New York
$237M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.41B
2
Millennium Management
2
Millennium Management
New York
$72M
3
State Street
3
State Street
Massachusetts
$14.7B
4
Barclays
4
Barclays
United Kingdom
$433M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.93B
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
76
T. Rowe Price Investment Management
Maryland
$191M 1,356,355 +1,349,760 +20,466%
Macquarie Group
77
Macquarie Group
Australia
$190M 1,350,320 -42,031 -3%
EWM
78
Evercore Wealth Management
New York
$178M 1,261,942 +19,944 +2%
Corient Private Wealth
79
Corient Private Wealth
Florida
$177M 1,255,176 -2,662 -0.2%
FI
80
Focused Investors
California
$176M 1,249,900 -27,100 -2%
Canada Life
81
Canada Life
Manitoba, Canada
$174M 1,236,150 +2,594 +0.2%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$173M 1,231,064 +1,150,600 +1,430%
RCM
83
Rokos Capital Management
United Kingdom
$173M 1,230,466 +40,237 +3%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$171M 1,215,126 +43,198 +4%
Universal-Beteiligungs- und Servicegesellschaft
85
Universal-Beteiligungs- und Servicegesellschaft
Germany
$167M 1,186,683 -17,262 -1%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$166M 1,180,424 -509,058 -30%
CB
87
Commerce Bank
Missouri
$166M 1,175,100 -12,831 -1%
Aberdeen Group
88
Aberdeen Group
United Kingdom
$161M 1,146,379 +88,022 +8%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$160M 1,136,149 +15,160 +1%
American Century Companies
90
American Century Companies
Missouri
$154M 1,095,548 -831,977 -43%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$153M 1,085,434 +7,000 +0.6%
Prudential Financial
92
Prudential Financial
New Jersey
$152M 1,081,545 -531,474 -33%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$152M 1,078,625 +18,006 +2%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$150M 1,065,312 -79,313 -7%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$142M 982,218 +12,298 +1%
Victory Capital Management
96
Victory Capital Management
Texas
$140M 996,216 +216,393 +28%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$133M 945,678 -101,357 -10%
ATO
98
Alecta Tjanstepension Omsesidigt
Sweden
$133M 942,000 +357,000 +61%
APG Asset Management
99
APG Asset Management
Netherlands
$131M 1,095,102 +346,331 +46%
Aviva
100
Aviva
United Kingdom
$131M 930,579 +51,182 +6%
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