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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 %
AM
176
AGF Management
Ontario, Canada
$54.4M 385,876 +57,898 +18%
ClearBridge Investments
177
ClearBridge Investments
New York
$54.2M 385,043 -18,785 -5%
Capital Fund Management (CFM)
178
Capital Fund Management (CFM)
France
$54.2M 384,756 -446,991 -54%
TAM
179
Todd Asset Management
Kentucky
$53.9M 382,663 -4,176 -1%
Man Group
180
Man Group
United Kingdom
$52.4M 371,908 -45,755 -11%
BCM
181
Basswood Capital Management
New York
$52M 369,259 – –
SP
182
Sarasin & Partners
United Kingdom
$51.8M 367,543 +1,718 +0.5%
ELC
183
Edgar Lomax Company
Virginia
$50.7M 359,675 -5,750 -2%
OIAM
184
OFI Invest Asset Management
France
$50.6M 421,597 +21,366 +5%
FT
185
Fiduciary Trust
Massachusetts
$50.5M 358,324 -5,828 -2%
QCM
186
Quantinno Capital Management
New York
$50.1M 355,420 +114,063 +47%
ASRS
187
Arizona State Retirement System
Arizona
$49.8M 353,630 +11,364 +3%
FWCM
188
Ferguson Wellman Capital Management
Oregon
$49.3M 349,847 +860 +0.2%
SG Americas Securities
189
SG Americas Securities
New York
$48.9M 347,173 +314,718 +970%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$48.4M 331,932 -14,493 -4%
Comerica Bank
191
Comerica Bank
Texas
$48.3M 342,918 +23,604 +7%
TRSOTSOK
192
Teachers Retirement System of the State of Kentucky
Kentucky
$48M 341,029 +1,484 +0.4%
SOMRS
193
State of Michigan Retirement System
Michigan
$47.3M 335,926 +200 +0.1%
GI
194
Gradient Investments
Minnesota
$46.7M 331,198 -4,802 -1%
DK
195
DJE Kapital
Germany
$46.7M 331,071 -99,230 -23%
FMI
196
Factory Mutual Insurance
Massachusetts
$46.3M 329,050 -77,300 -19%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$46.2M 327,631 -5,665 -2%
PCM
198
Prana Capital Management
Connecticut
$46.1M 327,342 +42,731 +15%
LCP
199
LGT Capital Partners
Switzerland
$46.1M 326,967 -82,175 -20%
DDPIC
200
Deroy & Devereaux Private Investment Counsel
Michigan
$44.7M 317,245 -5,267 -2%
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