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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 %
NRC
376
New Republic Capital
North Carolina
$11.9M +$1.87K +16 +0%
LIP
377
Liontrust Investment Partners
United Kingdom
$11.9M +$3.21M +27,525 +37%
SAM
378
Socorro Asset Management
Texas
$11.8M +$2.79M +23,881 +31%
SIG
379
Stonegate Investment Group
Alabama
$11.7M +$139K +1,188 +1%
IMRF
380
Illinois Municipal Retirement Fund
Illinois
$11.6M – – –
WAM
381
Wolverine Asset Management
Illinois
$11.6M +$7.02M +60,138 +154%
MSU
382
Mizuho Securities USA
New York
$11.6M -$2.16M -18,493 -16%
HTC
383
Haverford Trust Company
Pennsylvania
$11.5M +$8.09M +69,357 +237%
GFG
384
Greystone Financial Group
Michigan
$11.4M -$238K -2,042 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
385
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.3M -$2.78M -23,795 -20%
Los Angeles Capital Management
386
Los Angeles Capital Management
California
$11.3M -$17.8M -152,403 -61%
AF
387
Avanza Fonder
Sweden
$11.2M +$53.4K +448 +0.5%
CWP
388
Cyndeo Wealth Partners
Florida
$11.2M +$666K +5,712 +6%
VFM
389
Viking Fund Management
North Dakota
$11.1M – – –
SPIA
390
Steward Partners Investment Advisory
New York
$11.1M +$2.74M +23,481 +33%
FCI
391
Financial Counselors Inc
Kansas
$11M +$1.63M +13,977 +17%
HR
392
Howe & Rusling
New York
$10.9M -$56.2K -482 -0.5%
KA
393
Kintegral Advisory
New York
$10.8M -$36.3K -311 -0.3%
AAIM
394
American Assets Investment Management
California
$10.7M – – –
BBI
395
Baxter Bros Inc
Connecticut
$10.5M +$1.18M +10,146 +13%
LBC
396
Lowe Brockenbrough & Co
Virginia
$10.5M +$144K +1,234 +1%
EARNEST Partners
397
EARNEST Partners
Georgia
$10.4M -$26.5K -227 -0.3%
BPC
398
Banque Pictet & Cie
Switzerland
$10.4M -$37.1K -318 -0.4%
CA
399
Cornerstone Advisors
North Carolina
$10.4M – – –
TC
400
TownSquare Capital
Utah
$10.4M +$798K +6,843 +8%
14 15
16
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