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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 173 funds opening new positions, 874 increasing their positions, 741 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,066
Holders Change
-18
Holders Change %
-0.86%
% 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
173
Increased
874
Reduced
741
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

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

Top Sellers

1
State Street
State Street
Massachusetts
$12.5B
2
Capital International Investors
Capital International Investors
California
$3.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.5B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
101
Nordea Investment Management
Sweden
$104M -$1.8M -15,825 -2%
Aviva
102
Aviva
United Kingdom
$103M +$14.3M +122,743 +16%
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$102M -$7.33M -62,822 -7%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$97.9M -$2.24M -19,220 -2%
Capital Fund Management (CFM)
105
Capital Fund Management (CFM)
France
$97M +$27.3M +234,361 +39%
Swedbank
106
Swedbank
Sweden
$97M -$149K -1,278 -0.2%
UM
107
UniSuper Management
Australia
$96.5M +$543K +4,657 +0.6%
First Trust Advisors
108
First Trust Advisors
Illinois
$95.4M +$7.37M +63,161 +8%
M&T Bank
109
M&T Bank
New York
$95M -$4M -34,325 -4%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$92.9M -$6.74M -57,778 -7%
Aristotle Capital Management
111
Aristotle Capital Management
California
$92.8M -$2.1M -18,000 -2%
CIBC World Market
112
CIBC World Market
Ontario, Canada
$91.8M +$32.1M +274,845 +54%
Victory Capital Management
113
Victory Capital Management
Texas
$91M -$18.8M -161,230 -17%
DnB Asset Management
114
DnB Asset Management
Norway
$90.8M -$16.4M -140,481 -15%
Pzena Investment Management
115
Pzena Investment Management
New York
$89M +$1.66M +14,190 +2%
Mariner
116
Mariner
Kansas
$89M +$4.16M +35,695 +5%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$88.5M +$3.23M +27,694 +4%
AAMU
118
AEGON Asset Management (UK)
United Kingdom
$87.9M +$7.67M +65,840 +10%
US Bancorp
119
US Bancorp
Minnesota
$87.9M -$877K -7,518 -1%
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$86.8M +$58.8M +504,390 +210%
Artisan Partners
121
Artisan Partners
Wisconsin
$85.8M -$17.9M -153,085 -17%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$83.8M -$7.07M -60,640 -8%
RG
123
Rathbones Group
United Kingdom
$82.3M +$6.16M +52,778 +8%
Hudson Bay Capital Management
124
Hudson Bay Capital Management
Connecticut
$82.2M +$82.2M +704,153 New
APG Asset Management
125
APG Asset Management
Netherlands
$80.9M -$4.49M -41,575 -5%
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5
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