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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 %
GCM
2201
Graham Capital Management
Connecticut
– – -4,649 Closed
ALAM
2202
Asahi Life Asset Management
Japan
– – -4,540 Closed
HIM
2203
Hillsdale Investment Management
Ontario, Canada
– – -4,400 Closed
IQI
2204
Integrated Quantitative Investments
Washington
– – -4,200 Closed
JWM
2205
Jackson Wealth Management
Florida
– – -4,060 Closed
CA
2206
Calton & Associates
Florida
– – -4,040 Closed
ARC
2207
Advisor Resource Council
Texas
– – -3,896 Closed
WAM
2208
Weiss Asset Management
Massachusetts
– – -3,582 Closed
XC
2209
XY Capital
Hong Kong
– – -3,336 Closed
LMIM
2210
Lockheed Martin Investment Management
Maryland
– – -3,100 Closed
PFA
2211
Pathway Financial Advisors
Vermont
– – -2,928 Closed
OCBCO
2212
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -2,868 Closed
BCM
2213
Bluefin Capital Management
New York
– – -2,700 Closed
OFG
2214
OmniStar Financial Group
North Carolina
– – -2,318 Closed
CM
2215
Capula Management
Cayman Islands
– – -2,232 Closed
MWM
2216
Maripau Wealth Management
Indiana
– – -2,166 Closed
GF
2217
Gries Financial
Ohio
– – -2,139 Closed
BCM
2218
Brown Capital Management
Maryland
– – -2,069 Closed
SW
2219
SMART Wealth
Nebraska
– – -2,062 Closed
LWIC
2220
Leith Wheeler Investment Counsel
British Columbia, Canada
– – -2,036 Closed
BWA
2221
Bordeaux Wealth Advisors
California
– – -2,014 Closed
AIP
2222
Alexis Investment Partners
Texas
– – -1,994 Closed
CFG
2223
Clayton Financial Group
Missouri
– – -1,937 Closed
SIM
2224
SSI Investment Management
California
– – -1,912 Closed
WAAG
2225
Wealth Alliance Advisory Group
Kansas
– – -1,863 Closed
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89
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