Morgan Stanley
2,099 hedge funds and large institutions have $159B invested in Morgan Stanley in 2025 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 887 increasing their positions, 755 reducing their positions, and 154 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 887 | Existing positions reduced: 755
11% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 154
0.24% more ownership
Funds ownership: 84.45% → 84.69% (+0.24%)
1% less funds holding
Funds holding: 2,112 → 2,099 (-13)
8% less capital invested
Capital invested by funds: $173B → $159B (-$14.2B)
28% less funds holding in top 10
Funds holding in top 10: 40 → 29 (-11)
40% less call options, than puts
Call options by funds: $2.36B | Put options by funds: $3.92B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$984M |
| 2 |
Barclays
London,
United Kingdom
|
+$450M |
| 3 |
Goldman Sachs
New York
|
+$336M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$296M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$533M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$387M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$360M |
| 4 |
JP Morgan Chase
New York
|
-$316M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$262M |
MS Hedge Fund Activity: Q1 2025 in Review
2,099 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2025, worth a combined $159B — down 8.2% from $173B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new MS positions and 154 closed out — a net gain of 17 holders — while 887 added to existing stakes and 755 trimmed.
The largest buyer was Vanguard Group, adding an estimated $984M. The largest seller was State Street, cutting an estimated $533M.
- 2,099 institutional investors held Morgan Stanley (MS) as of Q1 2025, down from 2,112 in Q4 2024.
- Funds reported $159B of Morgan Stanley stock for Q1 2025, down 8.2% quarter-over-quarter.
- 171 funds opened new Morgan Stanley positions in Q1 2025 and 154 closed out, a net change of +17 holders.
- The largest Morgan Stanley buyer in Q1 2025 was Vanguard Group, an estimated $984M added.
- The largest Morgan Stanley seller in Q1 2025 was State Street, an estimated $533M sold.
Based on aggregated 13F filings for Q1 2025.