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Morgan Stanley
MS

Overview Fund Activity

2,162 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, 757 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+96
Holders Change %
+4.65%
% 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
757
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 %
Bessemer Group
76
Bessemer Group
New Jersey
$198M -$8.53M -60,522 -4%
T. Rowe Price Investment Management
77
T. Rowe Price Investment Management
Maryland
$191M +$190M +1,349,760 +20,466%
Macquarie Group
78
Macquarie Group
Australia
$190M -$5.92M -42,031 -3%
EWM
79
Evercore Wealth Management
New York
$178M +$2.81M +19,944 +2%
Corient Private Wealth
80
Corient Private Wealth
Florida
$177M -$375K -2,662 -0.2%
FI
81
Focused Investors
California
$176M -$3.82M -27,100 -2%
Canada Life
82
Canada Life
Manitoba, Canada
$174M +$366K +2,594 +0.2%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$173M +$162M +1,150,600 +1,430%
RCM
84
Rokos Capital Management
United Kingdom
$173M +$5.67M +40,237 +3%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$171M +$6.08M +43,198 +4%
Universal-Beteiligungs- und Servicegesellschaft
86
Universal-Beteiligungs- und Servicegesellschaft
Germany
$167M -$2.43M -17,262 -1%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$166M -$71.7M -509,058 -30%
CB
88
Commerce Bank
Missouri
$166M -$1.81M -12,831 -1%
Aberdeen Group
89
Aberdeen Group
United Kingdom
$161M +$12.4M +88,022 +8%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$160M +$2.14M +15,160 +1%
American Century Companies
91
American Century Companies
Missouri
$154M -$117M -831,977 -43%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$153M +$986K +7,000 +0.6%
Prudential Financial
93
Prudential Financial
New Jersey
$152M -$74.9M -531,474 -33%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$152M +$2.54M +18,006 +2%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$150M -$11.2M -79,313 -7%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$142M +$1.77M +12,298 +1%
Victory Capital Management
97
Victory Capital Management
Texas
$140M +$30.5M +216,393 +28%
Korea Investment Corp
98
Korea Investment Corp
South Korea
$133M -$14.3M -101,357 -10%
ATO
99
Alecta Tjanstepension Omsesidigt
Sweden
$133M +$50.3M +357,000 +61%
APG Asset Management
100
APG Asset Management
Netherlands
$131M +$41.6M +346,331 +46%
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