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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 %
AIM
326
Achmea Investment Management
Netherlands
$17M +$5.3M +45,414 +45%
GI
327
GAMCO Investors
Connecticut
$16.9M -$653K -5,599 -4%
SOADOR
328
State of Alaska Department of Revenue
Alaska
$16.9M +$409K +3,505 +2%
GT
329
Glenmede Trust
Pennsylvania
$16.9M -$525K -4,503 -3%
KPWS
330
Kestra Private Wealth Services
Texas
$16.9M +$994K +8,522 +6%
NA
331
NewEdge Advisors
Louisiana
$16.8M +$4M +34,280 +31%
TCM
332
Telos Capital Management
California
$16.8M -$141K -1,205 -0.8%
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$16.7M +$936K +8,267 +6%
GAM
334
Generali Asset Management
Italy
$16.5M -$1.84M -15,753 -10%
VPIM
335
Vanguard Personalized Indexing Management
California
$16.4M +$940K +8,058 +6%
FNBT
336
FineMark National Bank & Trust
Florida
$16.3M -$87.4K -749 -0.5%
ATC
337
Argent Trust Co
Tennessee
$16.3M +$159K +1,363 +1%
Envestnet Portfolio Solutions
338
Envestnet Portfolio Solutions
Illinois
$15.9M +$1.1M +9,416 +7%
MSR
339
Main Street Research
Connecticut
$15.7M +$15.7M +134,444 New
DILIC
340
Dai-ichi Life Insurance Company
Japan
$15.7M +$2.65M +22,673 +20%
SSA
341
Schonfeld Strategic Advisors
New York
$15.5M +$15.4M +132,199 +28,615%
GWM
342
Geneos Wealth Management
Colorado
$15.3M +$10.4M +85,395 +212%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$15.3M +$543K +4,657 +4%
CRC
344
Curi RMB Capital
Illinois
$15.3M -$5.78M -49,533 -27%
PAM
345
Panagora Asset Management
Massachusetts
$15.2M +$13.7M +117,537 +925%
CCM
346
Cinctive Capital Management
New York
$15M +$7.93M +68,009 +112%
PP
347
Prudential plc
United Kingdom
$15M -$3.24M -27,748 -18%
Wealthfront Advisers
348
Wealthfront Advisers
California
$14.9M +$537K +4,607 +4%
OHIS
349
Oak Harvest Investment Services
Texas
$14.8M +$2.22M +19,051 +18%
IC
350
IEQ Capital
California
$14.8M +$3.27M +27,998 +28%
12 13
14
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