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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 %
OIAM
176
OFI Invest Asset Management
France
$43.2M -$14.1M -130,137 -25%
BCM
177
Basswood Capital Management
New York
$43.1M – – –
SP
178
Sarasin & Partners
United Kingdom
$42.7M +$42.7M +365,825 New
ELC
179
Edgar Lomax Company
Virginia
$42.6M -$150K -1,285 -0.4%
FT
180
Fiduciary Trust
Massachusetts
$42.5M +$1.34M +11,473 +3%
BS
181
Banco Santander
Spain
$42.2M +$8.61M +73,778 +26%
Optiver Holding
182
Optiver Holding
Netherlands
$41.7M +$27.7M +237,765 +198%
FWCM
183
Ferguson Wellman Capital Management
Oregon
$40.7M +$112K +963 +0.3%
CCM
184
Chilton Capital Management
Texas
$40.6M +$3.95M +33,884 +11%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$40.4M +$11.7M +100,100 +41%
ASRS
186
Arizona State Retirement System
Arizona
$39.9M -$1.06M -9,126 -3%
TRSOTSOK
187
Teachers Retirement System of the State of Kentucky
Kentucky
$39.6M +$413K +3,540 +1%
GI
188
Gradient Investments
Minnesota
$39.2M +$4.34M +37,193 +12%
SOMRS
189
State of Michigan Retirement System
Michigan
$39.2M -$117K -1,000 -0.3%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$38.9M +$2.31M +19,771 +6%
Lazard Asset Management
191
Lazard Asset Management
New York
$38.8M +$7.15M +61,288 +23%
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$38.6M +$10.1M +86,286 +35%
Vontobel Holding
193
Vontobel Holding
Switzerland
$38.6M +$1.89M +16,200 +5%
AM
194
AGF Management
Ontario, Canada
$38.3M +$13.7M +117,615 +56%
TAF
195
Tredje AP-fonden
Sweden
$37.9M -$58.9M -504,617 -61%
MIM
196
MetLife Investment Management
New Jersey
$37.7M -$846K -7,249 -2%
DDPIC
197
Deroy & Devereaux Private Investment Counsel
Michigan
$37.6M -$558K -4,783 -1%
NCM
198
Nearwater Capital Markets
Ireland
$37.5M – – –
Comerica Bank
199
Comerica Bank
Texas
$37.3M +$252K +2,164 +0.7%
GKIM
200
GW&K Investment Management
Massachusetts
$36.3M -$58.9K -505 -0.2%
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