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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 %
GI
451
GLOBALT Investments
Georgia
$7.89M +$65.1K +558 +0.8%
LSERS
452
Louisiana State Employees Retirement System
Louisiana
$7.76M -$23.3K -200 -0.3%
BA
453
Baugh & Associates
Georgia
$7.75M -$41.5K -371 -0.5%
YIH
454
Y-Intercept (HK)
Hong Kong
$7.69M +$6.54M +56,055 +568%
SAM
455
Securian Asset Management
Minnesota
$7.65M -$131K -1,124 -2%
DA
456
DCM Advisors
New York
$7.63M -$425K -3,666 -5%
NB
457
Norinchukin Bank
Japan
$7.56M +$998K +8,554 +15%
AFG
458
Albion Financial Group
Utah
$7.55M -$69.5K -596 -0.9%
ISB
459
Iowa State Bank
Iowa
$7.53M +$114K +978 +2%
CCM
460
Coldstream Capital Management
Washington
$7.29M -$108K -924 -1%
AIMC
461
Alley Investment Management Company
Illinois
$7.29M +$3.12M +26,763 +75%
PWP
462
Private Wealth Partners
California
$7.22M -$5.48K -47 -0.1%
Thrivent Financial for Lutherans
463
Thrivent Financial for Lutherans
Minnesota
$7.16M -$714K -6,018 -9%
TL
464
Tradewinds LLC
North Carolina
$7.15M +$38.3K +328 +0.5%
HT
465
Heritage Trust
Oklahoma
$7.13M -$424K -3,636 -6%
SW
466
SteelPeak Wealth
California
$7.13M +$4.64M +39,772 +186%
CDDEC
467
Caisse Des Depots Et Consignations
France
$7.12M -$136K -1,163 -2%
TC
468
Tairen Capital
Hong Kong
$7.11M +$7.11M +60,900 New
SWC
469
Spectrum Wealth Counsel
Indiana
$7.05M -$77K -660 -1%
SF
470
Synovus Financial
Georgia
$7.03M +$392K +3,364 +6%
MGP
471
Metis Global Partners
California
$7.01M +$786K +6,737 +13%
PFM
472
Premier Fund Managers
United Kingdom
$6.96M +$6.96M +60,400 New
Assenagon Asset Management
473
Assenagon Asset Management
Luxembourg
$6.92M +$219K +1,873 +3%
ZIM
474
Zacks Investment Management
Illinois
$6.85M +$5.72M +49,017 +507%
CCP
475
Cunning Capital Partners
North Carolina
$6.83M -$39.3K -337 -0.6%
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