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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 %
Aviva
101
Aviva
United Kingdom
$131M +$7.21M +51,182 +6%
NCM
102
Nearwater Capital Markets
Ireland
$129M +$83.8M +595,036 +185%
Nordea Investment Management
103
Nordea Investment Management
Sweden
$128M +$502K +3,583 +0.4%
DLA
104
Douglas Lane & Associates
New York
$126M -$7.58M -53,822 -6%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$126M -$11.5M -81,684 -8%
Swedbank
106
Swedbank
Sweden
$125M +$8.21M +58,262 +7%
CCMG
107
Clark Capital Management Group
Pennsylvania
$123M -$11.6M -82,526 -9%
CLGM
108
Capitolis Liquid Global Markets
New York
$121M +$121M +860,000 New
First Trust Advisors
109
First Trust Advisors
Illinois
$118M +$3.21M +22,757 +3%
M&T Bank
110
M&T Bank
New York
$115M +$402K +2,854 +0.4%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$115M -$7.71M -54,714 -6%
RC
112
RBF Capital
California
$114M +$114M +810,432 New
AAMU
113
AEGON Asset Management (UK)
United Kingdom
$112M +$5.96M +42,311 +6%
Aristotle Capital Management
114
Aristotle Capital Management
California
$112M – – –
Pzena Investment Management
115
Pzena Investment Management
New York
$111M +$3.94M +27,993 +4%
Mariner
116
Mariner
Kansas
$111M +$3.9M +27,715 +4%
Pictet Asset Management
117
Pictet Asset Management
Switzerland
$111M -$905K -6,428 -0.8%
DnB Asset Management
118
DnB Asset Management
Norway
$110M +$737K +5,229 +0.7%
RG
119
Rathbones Group
United Kingdom
$107M +$8.1M +57,532 +8%
US Bancorp
120
US Bancorp
Minnesota
$106M +$275K +1,953 +0.3%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$106M -$12.6M -89,414 -11%
Artisan Partners
122
Artisan Partners
Wisconsin
$101M -$2.07M -14,680 -2%
Robeco Institutional Asset Management
123
Robeco Institutional Asset Management
Netherlands
$101M -$34.1M -241,746 -25%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$96.4M +$42.1M +298,762 +78%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$96M -$10.8M -76,640 -10%
3 4
5
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