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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 %
XWM
501
Xcel Wealth Management
Florida
$5.83M -$354K -3,030 -6%
LOAMS
502
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.82M +$873K +7,486 +18%
CIS
503
Capital International Sarl
California
$5.8M +$592K +5,071 +11%
AIP
504
Ameritas Investment Partners
Nebraska
$5.75M +$496K +4,254 +9%
MC
505
Mirabaud & Cie
Switzerland
$5.74M +$1.16M +9,970 +25%
CIG
506
Consolidated Investment Group
Colorado
$5.74M -$278K -2,385 -5%
ALMGDA
507
AG2R La Mondiale Gestion d'Actifs
France
$5.72M +$5.72M +44,694 New
CG
508
Caprock Group
Idaho
$5.69M +$100K +860 +2%
BAMF
509
BI Asset Management Fondsmaeglerselskab
Denmark
$5.68M -$372K -3,188 -6%
JIC
510
Joel Isaacson & Co
New York
$5.66M +$54.6K +468 +1%
GT
511
Glenview Trust
Kentucky
$5.65M +$78.4K +672 +1%
FC
512
FORA Capital
Florida
$5.63M +$5.63M +48,250 New
IMCOOI
513
Investment Management Corp of Ontario (IMCO)
Canada
$5.63M +$5.63M +48,242 New
GVAG
514
Great Valley Advisor Group
Delaware
$5.62M +$4.8M +41,183 +591%
JFG
515
Jefferies Financial Group
New York
$5.62M -$11.3M -96,758 -67%
SF
516
Summit Financial
New Jersey
$5.57M -$152K -1,301 -3%
CL
517
Choreo LLC
Illinois
$5.57M +$422K +3,615 +8%
HAI
518
Hennessy Advisors Inc
California
$5.51M -$2.19M -18,800 -28%
PWMAG
519
Pinnacle Wealth Management Advisory Group
New Jersey
$5.5M +$220K +1,883 +4%
FNT
520
First National Trust
Pennsylvania
$5.48M +$215K +1,844 +4%
TI
521
Tidal Investments
Wisconsin
$5.43M -$4.02M -34,438 -43%
HCMT
522
Highland Capital Management (Tennessee)
Tennessee
$5.41M +$470K +4,028 +10%
SQA
523
Simon Quick Advisors
New Jersey
$5.4M -$341K -2,927 -6%
WBC
524
Westpac Banking Corp
Australia
$5.4M +$1M +8,601 +23%
BC
525
Burney Company
Virginia
$5.36M +$2.48M +21,226 +86%
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