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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 %
NCM
101
Nearwater Capital Markets
Ireland
$129M 916,809 +595,036 +185%
Nordea Investment Management
102
Nordea Investment Management
Sweden
$128M 912,282 +3,583 +0.4%
DLA
103
Douglas Lane & Associates
New York
$126M 896,454 -53,822 -6%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$126M 894,317 -81,684 -8%
Swedbank
105
Swedbank
Sweden
$125M 889,963 +58,262 +7%
CCMG
106
Clark Capital Management Group
Pennsylvania
$123M 875,292 -82,526 -9%
CLGM
107
Capitolis Liquid Global Markets
New York
$121M 860,000 +860,000 New
First Trust Advisors
108
First Trust Advisors
Illinois
$118M 840,460 +22,757 +3%
M&T Bank
109
M&T Bank
New York
$115M 817,487 +2,854 +0.4%
Retirement Systems of Alabama
110
Retirement Systems of Alabama
Alabama
$115M 817,264 -54,714 -6%
RC
111
RBF Capital
California
$114M 810,432 +810,432 New
AAMU
112
AEGON Asset Management (UK)
United Kingdom
$112M 797,191 +42,311 +6%
Aristotle Capital Management
113
Aristotle Capital Management
California
$112M 795,487 – –
Pzena Investment Management
114
Pzena Investment Management
New York
$111M 791,167 +27,993 +4%
Mariner
115
Mariner
Kansas
$111M 790,806 +27,715 +4%
Pictet Asset Management
116
Pictet Asset Management
Switzerland
$111M 789,947 -6,428 -0.8%
DnB Asset Management
117
DnB Asset Management
Norway
$110M 783,785 +5,229 +0.7%
RG
118
Rathbones Group
United Kingdom
$107M 762,845 +57,532 +8%
US Bancorp
119
US Bancorp
Minnesota
$106M 755,354 +1,953 +0.3%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$106M 750,583 -89,414 -11%
Artisan Partners
121
Artisan Partners
Wisconsin
$101M 720,474 -14,680 -2%
Robeco Institutional Asset Management
122
Robeco Institutional Asset Management
Netherlands
$101M 714,540 -241,746 -25%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$96.4M 684,045 +298,762 +78%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$96M 681,622 -76,640 -10%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$92.6M 657,397 +3,539 +0.5%
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5
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