MS icon

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 %
BIAS
201
Beacon Investment Advisory Services
New Jersey
$44.7M 317,142 +15,173 +5%
Vontobel Holding
202
Vontobel Holding
Switzerland
$44.2M 313,576 -17,211 -5%
MIM
203
MetLife Investment Management
New Jersey
$44.1M 313,372 -9,338 -3%
FWIA
204
Fort Washington Investment Advisors
Ohio
$43.4M 307,946 +7,644 +3%
AAS
205
Annex Advisory Services
Wisconsin
$43.4M 307,868 +15,968 +5%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$43.3M 307,484 +9,827 +3%
GKIM
207
GW&K Investment Management
Massachusetts
$43M 305,288 -5,765 -2%
COPPSERS
208
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42.7M 302,970 +19,995 +7%
CNB
209
Czech National Bank
Czech Republic
$42.5M 301,957 +17,748 +6%
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$41.7M 295,948 -34,878 -11%
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
$41.6M 295,170 +12,238 +4%
OAM
212
Oppenheimer Asset Management
New York
$41.2M 292,594 -1,272 -0.4%
Creative Planning
213
Creative Planning
Kansas
$40.8M 289,306 +18,763 +7%
BPWM
214
Badgley Phelps Wealth Managers
Washington
$40.6M 288,064 -746 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
215
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.9M 283,479 +43,827 +18%
GAM
216
Groupama Asset Management
France
$39.7M 282,288 +8,694 +3%
QCM
217
QRG Capital Management
Illinois
$39.5M 280,127 +17,571 +7%
Skandinaviska Enskilda Banken (SEB)
218
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.8M 275,471 -5,700 -2%
ProShare Advisors
219
ProShare Advisors
Maryland
$38.7M 274,667 -16,541 -6%
WorldQuant Millennium Advisors
220
WorldQuant Millennium Advisors
New York
$38.5M 273,157 -22,299 -8%
MAA
221
Matrix Asset Advisors
New York
$38M 269,515 +9,164 +4%
BCP
222
Blue Chip Partners
Michigan
$37.9M 268,859 -8,375 -3%
CI
223
Conning Inc
Connecticut
$37.7M 267,502 -22,927 -8%
FIA
224
Foundations Investment Advisors
Arizona
$37.3M 264,872 +34,524 +15%
DZ Bank
225
DZ Bank
Germany
$37.1M 263,575 +15,623 +6%
7 8
9
10 11