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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 %
CAM
551
Cresset Asset Management
Illinois
$4.86M +$72.9K +625 +2%
PCIA
552
Prime Capital Investment Advisors
Kansas
$4.84M +$726K +6,220 +18%
CAM
553
Covenant Asset Management
New Jersey
$4.83M +$2.77M +23,721 +134%
CAC
554
Core Alternative Capital
Georgia
$4.83M -$1.56M -13,359 -24%
SFG
555
SevenBridge Financial Group
Pennsylvania
$4.81M +$900K +7,085 +23%
TRCT
556
Tower Research Capital (TRC)
New York
$4.77M -$4.95M -40,123 -51%
HAG
557
HighPoint Advisor Group
Illinois
$4.77M -$855K -7,354 -15%
RAM
558
Roanoke Asset Management
New Jersey
$4.69M +$11.7K +100 +0.2%
NAAA
559
New Age Alpha Advisors
New York
$4.67M +$4.67M +40,000 New
CFP
560
Cypress Financial Planning
New Jersey
$4.6M +$350 +3 +0%
NMIMC
561
Northwestern Mutual Investment Management Company
Wisconsin
$4.59M -$3.5K -30 -0.1%
SC
562
Savant Capital
Illinois
$4.59M +$225K +1,927 +5%
BIM
563
Brentview Investment Management
Illinois
$4.57M +$235K +2,012 +5%
KJHP
564
K.J. Harrison & Partners
Ontario, Canada
$4.54M +$1.28M +11,000 +39%
CIA
565
Concurrent Investment Advisors
Florida
$4.52M +$2.53M +21,657 +127%
CHC
566
City Holding Co
West Virginia
$4.48M +$114K +976 +3%
MFA
567
Mayflower Financial Advisors
Massachusetts
$4.46M +$1.4K +12 +0%
SYBT
568
Stock Yards Bank & Trust
Kentucky
$4.43M -$116K -996 -3%
FRA
569
Frank Rimerman Advisors
California
$4.43M -$5.25K -45 -0.1%
VSQM
570
V-Square Quantitative Management
Illinois
$4.43M +$147K +1,262 +3%
AHC
571
Adell Harriman & Carpenter
Texas
$4.42M +$33.5K +287 +0.8%
CA
572
Cullinan Associates
Kentucky
$4.32M -$250K -2,141 -5%
SCM
573
Sterling Capital Management
North Carolina
$4.31M -$387K -3,317 -8%
TMAM
574
Tokio Marine Asset Management
Japan
$4.31M +$116K +994 +3%
LM
575
Lincluden Management
Ontario, Canada
$4.29M -$555K -4,756 -11%
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