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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 %
IWC
626
Integrated Wealth Concepts
Massachusetts
$3.59M -$639K -5,478 -15%
PWM
627
Perigon Wealth Management
California
$3.59M -$1.88M -16,134 -34%
CA
628
Commerzbank Aktiengesellschaft
Germany
$3.57M +$828K +7,098 +30%
QT
629
Quantbot Technologies
New York
$3.56M +$3.56M +30,554 New
WG
630
Winton Group
United Kingdom
$3.55M +$3.55M +30,469 New
GAM
631
Gotham Asset Management
New York
$3.54M +$118K +1,015 +3%
SIC
632
Salem Investment Counselors
North Carolina
$3.54M +$117K +1,002 +3%
ASN
633
Advisory Services Network
Georgia
$3.52M -$73K -626 -2%
JSSH
634
J. Safra Sarasin Holding
$3.52M +$2.08M +17,824 +144%
QCG
635
Quadrant Capital Group
Ohio
$3.51M +$1.86M +15,960 +113%
FTWA
636
Fifth Third Wealth Advisors
Ohio
$3.51M +$860K +7,373 +32%
XT
637
XTX Topco
Cayman Islands
$3.5M +$2.75M +23,575 +366%
GFA
638
Gifford Fong Associates
California
$3.5M – – –
FB
639
Fulton Bank
Pennsylvania
$3.49M -$55.1K -472 -2%
SC
640
SouthState Corp
Florida
$3.49M +$1.35M +11,557 +63%
RWM
641
Ritholtz Wealth Management
New York
$3.47M +$58.1K +498 +2%
HWA
642
HCR Wealth Advisors
California
$3.46M +$99.4K +852 +3%
CWM
643
Congress Wealth Management
Massachusetts
$3.45M +$252K +2,155 +8%
AAP
644
Arax Advisory Partners
Colorado
$3.44M +$3.25M +27,895 +1,779%
CI
645
Capital International
California
$3.43M +$168K +1,442 +5%
LF
646
Longbow Finance
Switzerland
$3.43M -$735K -6,304 -18%
DT
647
Diversified Trust
Tennessee
$3.42M -$625K -5,358 -15%
SI
648
Stephens Inc
Arkansas
$3.42M -$62.3K -534 -2%
ICA
649
Infrastructure Capital Advisors
New York
$3.41M +$964K +8,263 +39%
MFS
650
Mirabella Financial Services
United Kingdom
$3.39M +$1.84M +15,739 +119%
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