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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 %
KRS
426
Kentucky Retirement Systems
Kentucky
$9.14M -$849K -7,279 -9%
AG
427
Advocate Group
Minnesota
$8.97M -$457K -3,916 -5%
WIA
428
Westbourne Investment Advisors
Maryland
$8.89M -$6.77K -58 -0.1%
DADC
429
D.A. Davidson & Co
Montana
$8.85M +$223K +1,909 +3%
CWM
430
Calamos Wealth Management
Illinois
$8.84M -$2.45M -20,963 -22%
EP
431
Edgestream Partners
New Jersey
$8.84M +$7.39M +63,337 +511%
OAC
432
OMERS Administration Corp
Ontario, Canada
$8.83M -$201K -1,725 -2%
HIMCH
433
Hartford Investment Management Co (HIMCO)
Connecticut
$8.81M -$143K -1,225 -2%
PAG
434
Private Advisor Group
New Jersey
$8.7M +$268K +2,295 +3%
VCM
435
Voleon Capital Management
California
$8.7M +$1.37M +11,703 +19%
HC
436
Hourglass Capital
Texas
$8.63M -$54.5K -467 -0.6%
Loomis, Sayles & Company
437
Loomis, Sayles & Company
Massachusetts
$8.56M +$1.02M +8,785 +14%
Jacobs Levy Equity Management
438
Jacobs Levy Equity Management
New Jersey
$8.51M +$8.51M +72,941 New
OLA
439
Oliver Luxxe Assets
New Jersey
$8.49M -$8.65M -74,170 -50%
AWM
440
Apollon Wealth Management
South Carolina
$8.48M +$4.47M +38,355 +112%
AAIS
441
ABN AMRO Investment Solutions
$8.44M +$2.38M +20,368 +39%
EMPI
442
Elo Mutual Pension Insurance
Finland
$8.43M -$4.49M -38,495 -35%
TCBWMS
443
Texas Capital Bank Wealth Management Services
Texas
$8.33M -$1.43M -12,278 -15%
JAM
444
Jupiter Asset Management
United Kingdom
$8.28M +$3M +25,705 +57%
HWM
445
HB Wealth Management
Georgia
$8.2M +$2.5M +21,463 +44%
GIBU
446
Gulf International Bank (UK)
United Kingdom
$8.09M -$3.02M -25,903 -27%
JWBC
447
J.W. Burns & Co
New York
$8.05M -$65.1K -558 -0.8%
LG
448
Leuthold Group
Minnesota
$8.01M -$618K -5,301 -7%
HVIA
449
Hudson Valley Investment Advisors
New York
$7.99M -$90.8K -778 -1%
MA
450
Montag & Associates
Georgia
$7.92M +$37.8K +324 +0.5%
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