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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 %
KRSITF
601
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.89M -$1.83M -15,701 -32%
EWA
602
EP Wealth Advisors
California
$3.88M +$1.02M +8,776 +36%
KFP
603
KMG Fiduciary Partners
Ohio
$3.86M -$8.05K -69 -0.2%
PIM
604
Plato Investment Management
Australia
$3.86M -$1.08M -9,196 -22%
ITC
605
Inspire Trust Company
Nevada
$3.85M +$350K +3,000 +10%
DAS
606
Dynamic Advisor Solutions
Arizona
$3.83M +$27K +231 +0.7%
UHC
607
Union Heritage Capital
Michigan
$3.83M – – –
GWM
608
Greenwich Wealth Management
Connecticut
$3.82M +$2.22M +19,045 +139%
SG Americas Securities
609
SG Americas Securities
New York
$3.79M +$36.2K +310 +1%
SPC
610
Sigma Planning Corp
Michigan
$3.78M +$302K +2,592 +9%
ECM
611
Everence Capital Management
Indiana
$3.77M – – –
FCBT
612
First Citizens Bank & Trust
North Carolina
$3.75M +$55.4K +475 +2%
PWMG
613
Pinnacle Wealth Management Group
Michigan
$3.74M -$37.1K -318 -1%
ACM
614
Aster Capital Management
United Arab Emirates
$3.74M +$3.73M +28,043 +56,086%
CTI
615
Community Trust & Investment
Kentucky
$3.72M -$148K -1,266 -4%
AC
616
Allstate Corporation
Illinois
$3.71M -$480K -4,118 -11%
SWM
617
Sculati Wealth Management
Michigan
$3.7M -$121K -1,038 -3%
MFS
618
Mattson Financial Services
Michigan
$3.7M +$51.2K +439 +1%
CTC
619
Central Trust Company
Missouri
$3.7M +$54.6K +468 +1%
ZBNA
620
Zions Bancorporation, National Association
Utah
$3.67M +$3.67M +31,498 New
FNA
621
First National Advisers
Nebraska
$3.66M -$600K -5,140 -14%
MNBTD
622
Moody National Bank Trust Division
Texas
$3.64M -$34.8K -298 -0.9%
GT
623
Greenleaf Trust
Michigan
$3.64M -$193K -1,650 -5%
EGM
624
Engineers Gate Manager
New York
$3.62M +$3.62M +31,029 New
SM
625
Sciencast Management
New Jersey
$3.62M +$790K +6,772 +28%
23 24
25
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