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Morgan Stanley
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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 174 funds opening new positions, 873 increasing their positions, 741 reducing their positions, and 154 closing their positions.

Holders
2,066
Holders Change
-17
Holders Change %
-0.82%
% 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
174
Increased
873
Reduced
741
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.7B
2
NL
2
Nuveen LLC
North Carolina
$768M
3
Barclays
3
Barclays
United Kingdom
$701M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.93B
5
Bank of America
5
Bank of America
North Carolina
$2.46B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
State Street
2
State Street
Massachusetts
$12.5B
3
Capital International Investors
3
Capital International Investors
California
$3.15B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.32B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.5B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$44B 377,085,167 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.7B 117,769,345 +7,636,547 +7%
State Street
3
State Street
Massachusetts
$12.5B 107,146,233 -4,134,346 -4%
BlackRock
4
BlackRock
New York
$11.2B 96,238,352 +1,152,027 +1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.5B 38,579,764 -2,449,692 -6%
Capital International Investors
6
Capital International Investors
California
$3.15B 26,984,106 -3,000,514 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.1B 26,662,389 +817,636 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.75B 23,528,395 -2,033,165 -8%
Fisher Asset Management
9
Fisher Asset Management
Washington
$2.72B 23,296,036 +462,099 +2%
Bank of America
10
Bank of America
North Carolina
$2.46B 21,108,539 +2,298,251 +12%
Capital Research Global Investors
11
Capital Research Global Investors
California
$2.33B 19,962,428 -1,832,445 -8%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$2.25B 19,305,043 -1,590,941 -8%
Goldman Sachs
13
Goldman Sachs
New York
$1.93B 16,577,516 +2,610,122 +19%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$1.9B 16,306,104 -573,402 -3%
Northern Trust
15
Northern Trust
Illinois
$1.61B 13,807,153 +403,956 +3%
Ameriprise
16
Ameriprise
Minnesota
$1.52B 13,063,819 +219,729 +2%
UBS Group
17
UBS Group
Switzerland
$1.41B 12,126,722 +1,159,371 +11%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.32B 11,320,148 -2,792,360 -20%
Charles Schwab
19
Charles Schwab
California
$1.28B 10,951,700 -67,994 -0.6%
UBS AM
20
UBS AM
Illinois
$1.13B 9,652,910 +442,617 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.1B 9,387,904 +703,288 +8%
Invesco
22
Invesco
Georgia
$1.05B 8,959,754 +65,845 +0.7%
Legal & General Group
23
Legal & General Group
United Kingdom
$958M 8,211,563 +171,399 +2%
Franklin Resources
24
Franklin Resources
California
$950M 8,146,933 +428,424 +6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$938M 8,037,341 +52,938 +0.7%
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