Morgan Stanley
2,096 hedge funds and large institutions have $159B invested in Morgan Stanley in 2025 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 885 increasing their positions, 754 reducing their positions, and 154 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
8% less capital invested
Capital invested by funds: $173B → $159B (-$14.2B)
28% less funds holding in top 10
Funds holding in top 10: 40 → 29 (-11)
40% less call options, than puts
Call options by funds: $2.36B | Put options by funds: $3.92B
Holders
2,096
Holding in Top 10
29
Calls
$2.36B
Puts
$3.92B
Top Buyers
| 1 | +$984M | |
| 2 | +$450M | |
| 3 | +$336M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$296M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$200M |
Top Sellers
| 1 | -$533M | |
| 2 | -$387M | |
| 3 | -$360M | |
| 4 |
JP Morgan Chase
New York
|
-$316M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$262M |