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 %
RFG
2251
REAP Financial Group
Texas
– – -69 Closed
SIM
2252
Synergy Investment Management
Florida
– – -62 Closed
GWM
2253
Graybill Wealth Management
Illinois
– – -60 Closed
GP
2254
Greenline Partners
New York
– – -37 Closed
BWM
2255
Bernard Wealth Management
Michigan
– – -36 Closed
PPWM
2256
PFG Private Wealth Management
Florida
– – -28 Closed
PIS
2257
POM Investment Strategies
North Carolina
– – -21 Closed
SIM
2258
Studio Investment Management
Illinois
– – -20 Closed
HC
2259
Hara Capital
Washington
– – -17 Closed
PCTC
2260
Perkins Coie Trust Company
Washington
– – -12 Closed
JFG
2261
JDM Financial Group
Texas
– – -10 Closed
1IA
2262
1620 Investment Advisors
Massachusetts
– – -9 Closed
SOW
2263
State of Wyoming
Wyoming
– – -8 Closed
BMC
2264
Bear Mountain Capital
Washington
– – -5 Closed
CIAM
2265
Caitong International Asset Management
Hong Kong
– – -1 Closed
Wolverine Trading
2266
Wolverine Trading
Illinois
– – – –
CSS
2267
Cubist Systematic Strategies
Connecticut
– – – –
DACS
2268
Dymon Asia Capital (Singapore)
Singapore
– – – –
CCG
2269
Capital CS Group
California
– – – –
MCM
2270
Moore Capital Management
New York
– – – –
TC
2271
Torno Capital
Massachusetts
– – – –
PD
2272
Point72 (DIFC)
United Arab Emirates
– – – –
DAL
2273
Delta Accumulation LLC
California
– – – –
Simplex Trading
2274
Simplex Trading
Illinois
– – – –
BHCM
2275
Brevan Howard Capital Management
Jersey
– – – –
88 89 90
91
92