MS icon

Morgan Stanley
MS

Overview Fund Activity

2,066 hedge funds and large institutions have $157B invested in Morgan Stanley in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 873 increasing their positions, 741 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,066
Holders Change
-17
Holders Change %
-0.82%
% of All Funds
28.07%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.39%
New
174
Increased
873
Reduced
741
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.7B
2
Barclays
2
Barclays
United Kingdom
$701M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.93B
4
Bank of America
4
Bank of America
North Carolina
$2.46B
5
AI
5
Axiom Investors
Connecticut
$363M

Top Sellers

1
State Street
1
State Street
Massachusetts
$12.5B
2
Capital International Investors
2
Capital International Investors
California
$3.15B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.5B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
76
Bessemer Group
New Jersey
$171M -$7.34M -62,905 -4%
Macquarie Group
77
Macquarie Group
Australia
$162M -$8.21M -70,366 -5%
HighTower Advisors
78
HighTower Advisors
Illinois
$160M -$2.2M -19,137 -1%
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$159M +$59M +505,642 +59%
FI
80
Focused Investors
California
$149M -$4.06M -34,800 -3%
Corient Private Wealth
81
Corient Private Wealth
Florida
$146M -$2.69M -23,164 -2%
EWM
82
Evercore Wealth Management
New York
$145M -$3.78M -32,424 -3%
Canada Life
83
Canada Life
Manitoba, Canada
$144M +$1.63M +13,953 +1%
Universal-Beteiligungs- und Servicegesellschaft
84
Universal-Beteiligungs- und Servicegesellschaft
Germany
$140M +$20.4M +175,142 +17%
RCM
85
Rokos Capital Management
United Kingdom
$139M +$44M +377,032 +46%
CB
86
Commerce Bank
Missouri
$139M +$4.59M +39,365 +3%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$137M +$75.9M +650,450 +125%
Primecap Management
88
Primecap Management
California
$134M -$3.44M -29,450 -2%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$134M -$3.45M -29,586 -3%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$131M – – –
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$126M -$8.13M -69,650 -6%
MMH
92
Menora Mivtachim Holdings
Israel
$125M -$54.2M -464,750 -30%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$124M -$14.8M -127,165 -11%
Korea Investment Corp
94
Korea Investment Corp
South Korea
$122M +$10.5M +89,607 +9%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$122M -$54.5M -474,214 -31%
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$114M +$12.8M +109,686 +13%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$113M -$551K -4,727 -0.5%
CCMG
98
Clark Capital Management Group
Pennsylvania
$112M +$2.67M +22,892 +2%
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$112M +$38.7M +331,314 +53%
DLA
100
Douglas Lane & Associates
New York
$111M -$2.16M -18,539 -2%
2 3
4
5 6