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Morgan Stanley

2,162 hedge funds and large institutions have $190B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 879 increasing their positions, 758 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+96
Holders Change %
+4.65%
% of All Funds
29%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.62%
New
245
Increased
879
Reduced
758
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$53.1B
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.8B +$191M +1,354,142 +1%
State Street
3
State Street
Massachusetts
$14.7B -$426M -3,021,615 -3%
BlackRock
4
BlackRock
New York
$13.4B -$173M -1,226,243 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.52B +$81.6M +579,045 +2%
Capital International Investors
6
Capital International Investors
California
$3.82B +$23.9M +169,621 +0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.74B -$4.11M -29,297 -0.1%
Fisher Asset Management
8
Fisher Asset Management
Washington
$3.39B +$106M +749,150 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.93B -$381M -2,704,842 -11%
Capital Research Global Investors
10
Capital Research Global Investors
California
$2.73B -$81.4M -578,058 -3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$2.69B -$25.5M -180,871 -0.9%
Bank of America
12
Bank of America
North Carolina
$2.41B -$568M -4,033,904 -19%
Norges Bank
13
Norges Bank
Norway
$2.23B +$2.23B +15,865,987 New
Goldman Sachs
14
Goldman Sachs
New York
$2.22B -$114M -806,044 -5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$1.93B -$365M -2,591,994 -16%
Northern Trust
16
Northern Trust
Illinois
$1.93B -$14.6M -103,652 -0.8%
Ameriprise
17
Ameriprise
Minnesota
$1.89B +$52.8M +374,711 +3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.72B +$127M +903,590 +8%
UBS AM
19
UBS AM
Illinois
$1.58B +$217M +1,537,814 +16%
UBS Group
20
UBS Group
Switzerland
$1.57B -$142M -1,005,119 -8%
Charles Schwab
21
Charles Schwab
California
$1.55B +$4M +28,420 +0.3%
Franklin Resources
22
Franklin Resources
California
$1.36B +$208M +1,476,372 +18%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$1.32B +$250M +1,776,544 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.32B -$6.58M -46,681 -0.5%
Invesco
25
Invesco
Georgia
$1.24B -$17.6M -125,197 -1%