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Morgan Stanley
MS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
2,099
Holders Change
-13
Holders Change %
-0.62%
% of All Funds
28.15%
Holding in Top 10
29
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-27.5%
% of All Funds
0.39%
New
171
Increased
887
Reduced
755
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$250M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$984M
2
Barclays
Barclays
United Kingdom
+$450M
3
Goldman Sachs
Goldman Sachs
New York
+$336M
4
Bank of America
Bank of America
North Carolina
+$296M
5
AI
Axiom Investors
Connecticut
+$200M

Top Sellers

1
State Street
State Street
Massachusetts
-$533M
2
Capital International Investors
Capital International Investors
California
-$387M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$360M
4
JP Morgan Chase
JP Morgan Chase
New York
-$316M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
Name Holding Trade Value Shares
Change 		Change in
Stake
UE
2101
Unisphere Establishment
Liechtenstein
– -$132M -1,050,000 Closed
RC
2102
RBF Capital
California
– -$104M -810,432 Closed
FFM
2103
Fullerton Fund Management
Singapore
– -$55.7M -442,733 Closed
TA
2104
Trivest Advisors
Hong Kong
– -$50.3M -400,000 Closed
TCA
2105
Teewinot Capital Advisers
New York
– -$41.6M -330,630 Closed
ADEF
2106
Adams Diversified Equity Fund
Maryland
– -$27.1M -215,269 Closed
GJCM
2107
Grand Jean Capital Management
California
– -$21.2M -168,582 Closed
Ninety One (UK)
2108
Ninety One (UK)
United Kingdom
– -$17.7M -140,961 Closed
HF
2109
HRT Financial
New York
– -$16.3M -129,569 Closed
LIP
2110
Lighthouse Investment Partners
Florida
– -$14.1M -112,096 Closed
CTC (Chicago Trading Company)
2111
CTC (Chicago Trading Company)
Illinois
– -$10.2M -79,464 Closed
GPSPJS
2112
General Pension Society PZU Joint Stock
Poland
– -$9.79M -77,869 Closed
EP
2113
Essential Planning
New Hampshire
– -$6.77M -55,120 Closed
CM
2114
Crestline Management
Texas
– -$6.71M -53,364 Closed
CPCPP
2115
Canada Post Corporation Pension Plan
Canada
– -$6.41M -51,001 Closed
FHB
2116
First Hawaiian Bank
Hawaii
– -$6.23M -49,518 Closed
ADIM
2117
Alpha DNA Investment Management
Maryland
– -$5.02M -39,921 Closed
PAM
2118
Pamalican Asset Management
Hong Kong
– -$4.51M -35,900 Closed
BSA
2119
Braun Stacey Associates
New York
– -$4.45M -35,419 Closed
SPW
2120
Surience Private Wealth
Washington
– -$4.45M -35,362 Closed
TF
2121
Trek Financial
Arizona
– -$3.98M -31,643 Closed
ET
2122
Entropy Technologies
New York
– -$3.96M -31,516 Closed
BCM
2123
Bayesian Capital Management
New York
– -$3.5M -27,800 Closed
BHCM
2124
Brevan Howard Capital Management
Jersey
– -$3.34M -26,580 Closed
QC
2125
Quadrature Capital
United Kingdom
– -$2.87M -22,794 Closed
83 84
85
86 87

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.