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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 173 funds opening new positions, 874 increasing their positions, 741 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,066
Holders Change
-18
Holders Change %
-0.86%
% 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
173
Increased
874
Reduced
741
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$13.7B
2
Barclays
Barclays
United Kingdom
$701M
3
Goldman Sachs
Goldman Sachs
New York
$1.93B
4
Bank of America
Bank of America
North Carolina
$2.46B
5
AI
Axiom Investors
Connecticut
$363M

Top Sellers

1
State Street
State Street
Massachusetts
$12.5B
2
Capital International Investors
Capital International Investors
California
$3.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.5B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
201
Beacon Investment Advisory Services
New Jersey
$35.2M +$7.35M +63,031 +26%
FWIA
202
Fort Washington Investment Advisors
Ohio
$35M +$1.23M +10,523 +4%
Marshall Wace
203
Marshall Wace
United Kingdom
$34.8M -$117M -1,001,456 -77%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$34.7M +$842K +7,219 +2%
WorldQuant Millennium Advisors
205
WorldQuant Millennium Advisors
New York
$34.5M +$27.9M +238,803 +422%
OAM
206
Oppenheimer Asset Management
New York
$34.3M -$1.43M -12,271 -4%
AAS
207
Annex Advisory Services
Wisconsin
$34.1M +$4.57M +39,186 +16%
ProShare Advisors
208
ProShare Advisors
Maryland
$34M +$2.96M +25,385 +10%
CI
209
Conning Inc
Connecticut
$33.9M +$8.52K +73 +0%
Connor, Clark & Lunn Investment Management (CC&L)
210
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$33.9M +$20.9M +178,906 +161%
BPWM
211
Badgley Phelps Wealth Managers
Washington
$33.7M +$122K +1,047 +0.4%
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
$33.4M +$33.4M +285,898 +9,529,933%
PCM
213
Prana Capital Management
Connecticut
$33.2M +$33.2M +284,611 New
CNB
214
Czech National Bank
Czech Republic
$33.2M +$1.78M +15,244 +6%
CF
215
Corebridge Financial
Texas
$33.1M -$1.24M -10,590 -4%
BBVA
216
Banco Bilbao Vizcaya Argentaria
Spain
$33.1M +$15.8M +135,374 +91%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33M +$2.24M +19,208 +7%
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
$33M -$152M -1,305,187 -82%
FRAF
219
Första AP-fonden
Sweden
$32.9M -$3.64M -31,200 -10%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.9M +$1.54M +13,200 +5%
BCP
221
Blue Chip Partners
Michigan
$32.3M -$219K -1,874 -0.7%
Creative Planning
222
Creative Planning
Kansas
$31.6M +$3.41M +29,194 +12%
GAM
223
Groupama Asset Management
France
$31.6M +$2.56M +22,196 +9%
Axa
224
Axa
France
$30.7M -$1.97M -16,888 -6%
QCM
225
QRG Capital Management
Illinois
$30.6M +$984K +8,432 +3%
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