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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 %
BIP
2176
Bouvel Investment Partners
Pennsylvania
– – -25,924 Closed
SC
2177
Stance Capital
Massachusetts
– – -22,802 Closed
SCM
2178
Stevens Capital Management
Pennsylvania
– – -22,607 Closed
MS
2179
Maven Securities
Jersey
– – -17,197 Closed
AIMCA
2180
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -14,400 Closed
IFU
2181
iSAM Funds (UK)
United Kingdom
– – -11,764 Closed
WAM
2182
Worth Asset Management
Texas
– – -11,390 Closed
CP
2183
CenterBook Partners
Connecticut
– – -10,872 Closed
CM
2184
Caption Management
Oklahoma
– – -10,200 Closed
VF
2185
Virtu Financial
New York
– – -7,890 Closed
MAM
2186
Mark Asset Management
New York
– – -7,500 Closed
LA
2187
LexAurum Advisors
Kansas
– – -7,179 Closed
LA
2188
Legacy Advisors
Pennsylvania
– – -7,113 Closed
FCM
2189
Fieldview Capital Management
Michigan
– – -7,098 Closed
UFF
2190
USA Financial Formulas
Michigan
– – -6,289 Closed
CAU
2191
Caxton Associates (UK)
– – -6,039 Closed
BC
2192
Bridgefront Capital
Texas
– – -5,949 Closed
RAM
2193
Readystate Asset Management
Illinois
– – -5,760 Closed
FPAS
2194
Focus Partners Advisor Solutions
Missouri
– – -5,544 Closed
MC
2195
Machina Capital
France
– – -5,403 Closed
HCP
2196
Hexagon Capital Partners
Arkansas
– – -5,218 Closed
CCIA
2197
Campbell & Co Investment Adviser
Maryland
– – -5,105 Closed
CAS
2198
Coppell Advisory Solutions
Texas
– – -4,916 Closed
GCP
2199
Garda Capital Partners
Minnesota
– – -4,869 Closed
GS
2200
GWN Securities
Florida
– – -4,753 Closed
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88
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