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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 172 funds opening new positions, 874 increasing their positions, 742 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,066
Holders Change
-19
Holders Change %
-0.91%
% 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
172
Increased
874
Reduced
742
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$891M
2
Barclays
Barclays
United Kingdom
+$408M
3
Goldman Sachs
Goldman Sachs
New York
+$305M
4
Bank of America
Bank of America
North Carolina
+$268M
5
AI
Axiom Investors
Connecticut
+$181M

Top Sellers

1
State Street
State Street
Massachusetts
-$482M
2
Capital International Investors
Capital International Investors
California
-$350M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$326M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ninety One (UK)
2076
Ninety One (UK)
United Kingdom
– -$17.7M -140,961 Closed
HF
2077
HRT Financial
New York
– -$16.3M -129,569 Closed
LIP
2078
Lighthouse Investment Partners
Florida
– -$14.1M -112,096 Closed
CTC (Chicago Trading Company)
2079
CTC (Chicago Trading Company)
Illinois
– -$9.99M -79,464 Closed
GPSPJS
2080
General Pension Society PZU Joint Stock
Poland
– -$9.79M -77,869 Closed
EP
2081
Essential Planning
New Hampshire
– -$6.77M -55,120 Closed
CM
2082
Crestline Management
Texas
– -$6.71M -53,364 Closed
CPCPP
2083
Canada Post Corporation Pension Plan
Canada
– -$6.41M -51,001 Closed
FHB
2084
First Hawaiian Bank
Hawaii
– -$6.23M -49,518 Closed
ADIM
2085
Alpha DNA Investment Management
Maryland
– -$5.02M -39,921 Closed
PAM
2086
Pamalican Asset Management
Hong Kong
– -$4.51M -35,900 Closed
BSA
2087
Braun Stacey Associates
New York
– -$4.45M -35,419 Closed
SPW
2088
Surience Private Wealth
Washington
– -$4.45M -35,362 Closed
TF
2089
Trek Financial
Arizona
– -$3.98M -31,643 Closed
ET
2090
Entropy Technologies
New York
– -$3.96M -31,516 Closed
BCM
2091
Bayesian Capital Management
New York
– -$3.5M -27,800 Closed
BHCM
2092
Brevan Howard Capital Management
Jersey
– -$3.34M -26,580 Closed
QC
2093
Quadrature Capital
United Kingdom
– -$2.87M -22,794 Closed
SCM
2094
Sandler Capital Management
New York
– -$2.51M -19,954 Closed
SW
2095
SVB Wealth
Massachusetts
– -$2.05M -16,333 Closed
Two Sigma Advisers
2096
Two Sigma Advisers
New York
– -$2.02M -16,100 Closed
JF
2097
Jump Financial
Illinois
– -$1.71M -13,598 Closed
CFA
2098
Camarda Financial Advisors
Florida
– -$1.56M -12,410 Closed
Simplex Trading
2099
Simplex Trading
Illinois
– -$1.44M -11,472 Closed
HCM
2100
Helios Capital Management
Singapore
– -$1.42M -11,300 Closed
82 83
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