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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 %
SC
351
Scotia Capital
Ontario, Canada
$14.8M +$686K +5,876 +5%
PEAK6
352
PEAK6
Illinois
$14.7M +$14.5M +123,974 +5,289%
SCM
353
Shelton Capital Management
Colorado
$14.2M +$13.4M +114,710 +1,584%
GIM
354
Grassi Investment Management
California
$14.1M – – –
Walleye Capital
355
Walleye Capital
New York
$14M +$12.1M +103,369 +620%
ETC
356
Exchange Traded Concepts
Oklahoma
$13.9M +$12.5M +106,917 +887%
CAL
357
Capital Analysts LLC
Pennsylvania
$13.8M +$318K +2,726 +2%
NPT
358
Nixon Peabody Trust
Massachusetts
$13.7M -$23.1K -198 -0.2%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$13.7M -$3.37M -28,918 -20%
FA
360
Fiduciary Alliance
South Carolina
$13.5M +$2.18M +18,658 +19%
JCM
361
Janney Capital Management
Pennsylvania
$13.4M -$722K -6,187 -5%
OAG
362
Orbis Allan Gray
Bermuda
$13.3M +$4.96M +42,500 +59%
IIM
363
INTECH Investment Management
Florida
$13.2M +$653K +5,596 +5%
RIM
364
Rakuten Investment Management
Japan
$13M +$13M +112,295 New
AAS
365
Avantax Advisory Services
Texas
$12.9M +$70.2K +602 +0.5%
BCM
366
BTC Capital Management
Iowa
$12.8M +$960K +8,232 +8%
Pacer Advisors
367
Pacer Advisors
Pennsylvania
$12.6M -$2.84M -24,326 -18%
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$12.5M -$1.4M -12,068 -10%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5M +$537K +4,600 +5%
LFAS
370
Level Four Advisory Services
Texas
$12.4M -$814K -6,979 -6%
OPERF
371
Oregon Public Employees Retirement Fund
Oregon
$12.4M -$4.67K -40 -0%
KAS
372
Kestra Advisory Services
Texas
$12.3M +$73.3K +628 +0.6%
WP
373
Woodline Partners
California
$12.2M +$3.51M +30,044 +40%
LWM
374
Lyell Wealth Management
California
$12.1M +$825K +7,071 +7%
AI
375
Atria Investments
North Carolina
$12M -$298K -2,550 -2%
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