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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 %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$54.5M +$2.37M +20,336 +5%
DCM
152
Donaldson Capital Management
Indiana
$53.9M +$5.26M +45,091 +11%
PA
153
Pinnacle Associates
New York
$53.8M +$675K +5,785 +1%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$53.3M -$1.01M -8,647 -2%
Calamos Advisors
155
Calamos Advisors
Illinois
$51.9M -$8.2M -70,270 -14%
GIA
156
Gateway Investment Advisers
Ohio
$51.8M +$417K +3,573 +0.8%
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
$51.5M +$46.5M +398,639 +931%
MML Investors Services
158
MML Investors Services
Massachusetts
$50.8M +$15.9M +136,230 +45%
ERSOT
159
Employees Retirement System of Texas
Texas
$50.5M -$10.4M -89,200 -17%
Public Sector Pension Investment Board (PSP Investments)
160
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.3M +$12.7M +108,960 +34%
LFRG
161
Lazard Frères Gestion
France
$49.6M -$5.2M -44,585 -9%
Man Group
162
Man Group
United Kingdom
$48.7M -$28.1M -240,664 -37%
DK
163
DJE Kapital
Germany
$48.7M +$30.8M +272,708 +173%
LCP
164
LGT Capital Partners
Switzerland
$47.7M -$11.3M -96,698 -19%
Rafferty Asset Management
165
Rafferty Asset Management
New York
$47.5M -$3.55M -30,435 -7%
FMI
166
Factory Mutual Insurance
Massachusetts
$47.4M -$12M -102,500 -20%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$47.2M -$4.96M -42,474 -9%
ClearBridge Investments
168
ClearBridge Investments
New York
$47.1M -$11.2M -96,188 -19%
RAM
169
Resona Asset Management
Japan
$46.1M +$3.28M +28,125 +8%
Holocene Advisors
170
Holocene Advisors
New York
$46M +$46M +394,595 New
SO
171
STRS Ohio
Ohio
$45.3M -$1.13M -9,669 -2%
TAM
172
Todd Asset Management
Kentucky
$45.1M +$17.9K +153 +0%
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$45M +$12.1M +103,906 +37%
Caisse de Depot et Placement du Quebec (CDPQ)
174
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.3M +$36.1M +309,286 +439%
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
$43.8M +$4.64M +39,779 +12%
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