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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 %
BM
276
Bridger Management
New York
$21.9M – – –
First Manhattan
277
First Manhattan
New York
$21.7M +$15.9M +136,507 +278%
PHAM
278
Pacific Heights Asset Management
California
$21.6M -$32.1M -275,000 -60%
VMPIC
279
Varma Mutual Pension Insurance Co
Finland
$21.5M -$2.18M -18,700 -9%
NYLIM
280
New York Life Investment Management
New York
$21.3M -$143K -1,228 -0.7%
NAM
281
NorthCrest Asset Manangement
Minnesota
$21.3M +$138K +1,186 +0.7%
MIFH
282
Migdal Insurance & Financial Holdings
Israel
$21.3M -$144K -1,232 -0.7%
Diamond Hill Capital Management
283
Diamond Hill Capital Management
Ohio
$21.2M – – –
UB
284
UMB Bank
Missouri
$20.9M -$903K -7,736 -4%
CGPCS
285
Capital Group Private Client Services
California
$20.9M -$5.75M -49,257 -22%
X
286
Xponance
Pennsylvania
$20.9M -$56.9K -488 -0.3%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$20.7M +$1.5M +12,847 +8%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$20.7M +$724K +6,204 +4%
AV
289
ASR Vermogensbeheer
Netherlands
$20.6M +$20.6M +176,985 New
HIP
290
HUB Investment Partners
Texas
$20.5M -$102K -874 -0.5%
NIG
291
NFJ Investment Group
Texas
$20.4M -$3.96M -33,905 -16%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$20.3M +$965K +8,274 +5%
Mirae Asset Global ETFs Holdings
293
Mirae Asset Global ETFs Holdings
Hong Kong
$20M -$8.05M -69,037 -29%
Focus Partners Wealth
294
Focus Partners Wealth
Massachusetts
$19.9M -$801K -6,869 -4%
YCM
295
Yousif Capital Management
Michigan
$19.8M -$136K -1,168 -0.7%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$19.7M +$1.23M +10,584 +7%
CCM
297
Copeland Capital Management
Pennsylvania
$19.6M -$401K -3,435 -2%
EI
298
Ethic Inc
New York
$19.6M +$775K +6,699 +4%
PFSRSONJ
299
Police & Firemen's Retirement System of New Jersey
New Jersey
$19.5M -$227K -1,943 -1%
Lido Advisors
300
Lido Advisors
California
$19.5M +$10.7M +91,794 +122%
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