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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 %
BCM
476
Becker Capital Management
Oregon
$6.78M -$61.3K -525 -0.9%
BHWA
477
Beacon Harbor Wealth Advisors
Virginia
$6.77M -$1.14M -9,756 -14%
NMERB
478
New Mexico Educational Retirement Board
New Mexico
$6.77M -$163K -1,400 -2%
WPIC
479
White Pine Investment Company
Michigan
$6.7M -$448K -3,842 -6%
CFG
480
Citizens Financial Group
Rhode Island
$6.65M +$233K +1,993 +4%
PSP
481
Principal Street Partners
Tennessee
$6.62M -$507K -4,348 -7%
VA
482
Vident Advisory
Georgia
$6.61M +$3.85M +32,960 +139%
PAS
483
Park Avenue Securities
New York
$6.54M +$3.12M +26,778 +91%
IG
484
ING Group
Netherlands
$6.48M -$65.6K -562 -1%
NC
485
Nightview Capital
Texas
$6.47M +$6.47M +55,424 New
JWM
486
Jupiter Wealth Management
Colorado
$6.41M +$104K +792 +2%
BP
487
Ballentine Partners
Massachusetts
$6.33M +$164K +1,404 +3%
OSNBOA
488
Old Second National Bank of Aurora
Illinois
$6.27M +$213K +1,829 +4%
MSRPS
489
Maryland State Retirement & Pension System
Maryland
$6.27M -$1.02M -8,734 -14%
PA
490
Parallel Advisors
California
$6.25M +$107K +916 +2%
EOJOAM
491
E. Ohman J:or Asset Management
Sweden
$6.24M -$275K -2,360 -4%
HNB
492
Huntington National Bank
Ohio
$6.21M -$50.8K -435 -0.8%
AAM
493
Aureus Asset Management
Massachusetts
$6.21M -$24.5K -210 -0.4%
LSWM
494
Lorne Steinberg Wealth Management
Canada
$6.12M -$14.6K -125 -0.2%
P
495
&Partners
Tennessee
$5.97M -$887K -7,688 -13%
LS
496
Livforsakringsbolaget Skandia
Sweden
$5.93M +$4.87M +41,700 +456%
HH
497
Hilltop Holdings
Texas
$5.92M +$990K +8,483 +20%
TCA
498
Trifecta Capital Advisors
Illinois
$5.87M -$97.7K -837 -2%
NG
499
NatWest Group
United Kingdom
$5.86M -$1.61M -13,814 -22%
ERWM
500
Elk River Wealth Management
Colorado
$5.86M +$194K +1,663 +3%
18 19
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