MS icon

Morgan Stanley
MS

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 172 funds opening new positions, 873 increasing their positions, 743 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,066
Holders Change
-19
Holders Change %
-0.91%
% of All Funds
28.06%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.39%
New
172
Increased
873
Reduced
743
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$891M
2
Barclays
Barclays
United Kingdom
+$408M
3
Goldman Sachs
Goldman Sachs
New York
+$305M
4
Bank of America
Bank of America
North Carolina
+$268M
5
AI
Axiom Investors
Connecticut
+$181M

Top Sellers

1
State Street
State Street
Massachusetts
-$482M
2
Capital International Investors
Capital International Investors
California
-$350M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$326M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
251
Kodai Capital Management
Illinois
$26.1M +$26.1M +223,497 New
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$25.9M -$549K -4,708 -2%
ACA
253
Aptus Capital Advisors
Alabama
$25.8M +$3.57M +30,617 +16%
AHB
254
Abner Herrman & Brock
New Jersey
$25.7M -$1.19M -10,161 -4%
BG
255
Bollard Group
Massachusetts
$25.6M +$167K +1,433 +0.7%
CIS
256
Connors Investor Services
Pennsylvania
$25.4M +$2.32M +19,919 +10%
B
257
Bailard
California
$25M +$25.4K +218 +0.1%
ATN
258
AMF Tjänstepension
Sweden
$24.8M – – –
FMLI
259
Fukoku Mutual Life Insurance
Japan
$24.5M – – –
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$24M +$1.99M +17,084 +9%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$23.8M +$1.81M +15,737 +8%
NIM
262
Nexus Investment Management
Ontario, Canada
$23.8M +$1.62M +9,674 +7%
C
263
Certuity
Florida
$23.7M +$8.75K +75 +0%
VWM
264
Valley Wealth Managers
New Jersey
$23.6M -$762K -6,527 -3%
UIM
265
USS Investment Management
United Kingdom
$23.6M -$5.37K -46 -0%
JPMIA
266
J.P. Marvel Investment Advisors
Massachusetts
$23.1M -$43.3K -371 -0.2%
TI
267
Trexquant Investment
Connecticut
$23.1M +$23.1M +197,791 New
Squarepoint
268
Squarepoint
New York
$23M -$108M -928,655 -82%
LCM
269
LVM Capital Management
Michigan
$23M +$136K +1,164 +0.6%
PGFC
270
Peapack-Gladstone Financial Corp
New Jersey
$22.9M +$3.02M +25,864 +15%
HP
271
Hosking Partners
United Kingdom
$22.5M -$3.57M -30,561 -14%
HPG
272
Harvest Portfolios Group
Ontario, Canada
$22.2M -$206K -1,769 -0.9%
URS
273
Utah Retirement Systems
Utah
$22.2M -$315K -2,696 -1%
PR
274
Payden & Rygel
California
$22.1M +$642K +5,500 +3%
SFA
275
Sequoia Financial Advisors
Ohio
$21.9M +$14.9M +127,645 +212%
9 10
11
12 13