Morgan Stanley
2,207 hedge funds and large institutions have $191B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 898 increasing their positions, 772 reducing their positions, and 117 closing their positions.
109% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 117
62% more funds holding in top 10
Funds holding in top 10: 29 → 47 (+18)
20% more capital invested
Capital invested by funds: $159B → $191B (+$31.5B)
16% more repeat investments, than reductions
Existing positions increased: 898 | Existing positions reduced: 772
5% more funds holding
Funds holding: 2,105 → 2,207 (+102)
0.32% less ownership
Funds ownership: 84.69% → 84.37% (-0.32%)
20% less call options, than puts
Call options by funds: $3.27B | Put options by funds: $4.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$260M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$220M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$218M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$189M |
| 5 |
Squarepoint
New York
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$495M |
| 2 |
Millennium Management
New York
|
-$454M |
| 3 |
State Street
Boston,
Massachusetts
|
-$371M |
| 4 |
Barclays
London,
United Kingdom
|
-$361M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$332M |
MS Hedge Fund Activity: Q2 2025 in Review
2,207 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2025, worth a combined $191B — up 20% from $159B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new MS positions and 117 closed out — a net gain of 128 holders — while 898 added to existing stakes and 772 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $260M. The largest seller was Bank of America, cutting an estimated $495M.
- 2,207 institutional investors held Morgan Stanley (MS) as of Q2 2025, up from 2,105 in Q1 2025.
- Funds reported $191B of Morgan Stanley stock for Q2 2025, up 20% quarter-over-quarter.
- 245 funds opened new Morgan Stanley positions in Q2 2025 and 117 closed out, a net change of +128 holders.
- The largest Morgan Stanley buyer in Q2 2025 was Citadel Advisors, an estimated $260M added.
- The largest Morgan Stanley seller in Q2 2025 was Bank of America, an estimated $495M sold.
Based on aggregated 13F filings for Q2 2025.