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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 %
CM
526
Castleark Management
Illinois
$5.36M – – –
DFCM
527
Dark Forest Capital Management
Puerto Rico
$5.35M +$5.09M +43,618 +1,977%
A
528
AustralianSuper
Australia
$5.32M -$1.43M -12,249 -21%
TW
529
Trajan Wealth
Arizona
$5.3M +$34.8K +298 +0.7%
BI
530
Bradyco Inc
Massachusetts
$5.29M – – –
TIP
531
Torray Investment Partners
Maryland
$5.29M +$825K +7,075 +19%
EF
532
Empirical Finance
Pennsylvania
$5.23M +$65.6K +562 +1%
TIAA Trust, National Association
533
TIAA Trust, National Association
North Carolina
$5.22M -$27.7K -237 -0.5%
IMC Chicago
534
IMC Chicago
Illinois
$5.22M +$1.9M +16,291 +57%
LW
535
Linscomb Wealth
Texas
$5.2M -$20.5K -176 -0.4%
CI Investments Inc
536
CI Investments Inc
Ontario, Canada
$5.15M +$4.3M +36,845 +507%
TSW
537
Thompson Siegel & Walmsley
Virginia
$5.06M -$1.31M -11,261 -21%
PCA
538
Providence Capital Advisors
North Carolina
$5.03M +$5.03M +43,100 New
AAB
539
ABN AMRO Bank
Netherlands
$5M +$5M +42,893 New
AMI
540
Amica Mutual Insurance
Rhode Island
$5M -$2.5M -21,456 -33%
SCM
541
SCS Capital Management
Massachusetts
$4.99M +$4.99M +42,791 New
RBI
542
Raiffeisen Bank International
Austria
$4.99M +$805K +6,976 +19%
Jones Financial Companies
543
Jones Financial Companies
Missouri
$4.99M +$396K +3,433 +9%
AWS
544
Atria Wealth Solutions
New York
$4.98M -$669K -5,730 -12%
SW
545
SkyOak Wealth
Michigan
$4.97M -$132K -1,129 -3%
UBP
546
Union Bancaire Privee
Switzerland
$4.96M +$1.25M +11,421 +34%
IAA
547
Independent Advisor Alliance
North Carolina
$4.95M -$100K -858 -2%
OAM
548
Occidental Asset Management
California
$4.92M +$177K +1,515 +4%
GWMIA
549
Global Wealth Management Investment Advisory
Florida
$4.89M +$71.5K +613 +1%
UCFA
550
United Capital Financial Advisors
Texas
$4.87M +$231K +1,978 +5%
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