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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 %
PAG
2226
Private Advisory Group
Washington
– – -1,811 Closed
RS
2227
R Squared
Hong Kong
– – -1,787 Closed
TFF
2228
The Family Firm
Maryland
– – -1,747 Closed
GFPC
2229
Global Financial Private Client
Florida
– – -1,334 Closed
WPA
2230
West Paces Advisors
Georgia
– – -1,210 Closed
CWM
2231
Compass Wealth Management
Connecticut
– – -1,184 Closed
PA
2232
PSI Advisors
Florida
– – -1,068 Closed
CWC
2233
Carolinas Wealth Consulting
North Carolina
– – -1,067 Closed
FLP
2234
Financial Life Planners
Arizona
– – -887 Closed
RTC
2235
Riverview Trust Company
Washington
– – -841 Closed
WF
2236
Wayfinding Financial
Washington
– – -684 Closed
RCA
2237
Runnymede Capital Advisors
Ohio
– – -585 Closed
SCB
2238
Saudi Central Bank
Saudi Arabia
– – -475 Closed
TCM
2239
TruNorth Capital Management
Michigan
– – -367 Closed
SFG
2240
Stonebridge Financial Group
Pennsylvania
– – -291 Closed
GJIA
2241
Glass Jacobson Investment Advisors
Maryland
– – -227 Closed
RWM
2242
Ruedi Wealth Management
Illinois
– – -221 Closed
BC
2243
Bayforest Capital
United Kingdom
– – -206 Closed
CCM
2244
Cloud Capital Management
Washington
– – -203 Closed
PBK
2245
Peoples Bank (Kansas)
Kansas
– – -200 Closed
CFFP
2246
Center for Financial Planning
Michigan
– – -150 Closed
AF
2247
Atala Financial
California
– – -149 Closed
FA
2248
Financial Avengers
California
– – -117 Closed
NI
2249
NCP Inc
California
– – -101 Closed
DMIC
2250
Dixon Mitchell Investment Counsel
British Columbia, Canada
– – -86 Closed
88 89
90
91 92