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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 %
WSFS
651
Wilmington Savings Fund Society
Delaware
$3.39M -$175K -1,496 -5%
IAN
652
Integrated Advisors Network
Texas
$3.38M -$4.8M -41,124 -59%
AWM
653
Axxcess Wealth Management
California
$3.38M -$461K -3,954 -12%
EH
654
Equitable Holdings
New York
$3.37M +$130K +1,116 +4%
BFG
655
Bleakley Financial Group
New Jersey
$3.37M +$46.3K +397 +1%
AF
656
Allworth Financial
California
$3.36M +$121K +1,043 +4%
SFI
657
Susquehanna Fundamental Investments
Pennsylvania
$3.36M – – –
CF
658
Covea Finance
France
$3.36M +$3.36M +28,800 New
AP
659
Americana Partners
Texas
$3.34M +$140K +1,196 +4%
FCP
660
Fidelis Capital Partners
Florida
$3.31M -$19.7K -170 -0.6%
GIC
661
Generali Investments CEE
Czech Republic
$3.31M -$233K -2,000 -7%
PS
662
Principal Securities
Iowa
$3.31M – – –
USCWA
663
U.S. Capital Wealth Advisors
Texas
$3.29M +$761K +6,526 +30%
USAA
664
United Services Automobile Association
Texas
$3.29M – – –
AF
665
Alerus Financial
North Dakota
$3.28M +$2.88M +24,714 +730%
DSAM
666
Dock Street Asset Management
Florida
$3.27M +$3.27M +28,060 New
BCM
667
Brasada Capital Management
Texas
$3.25M -$17.2K -171 -0.5%
MHC
668
Meyer Handelman Company
New York
$3.22M -$26.8K -230 -0.8%
HCM
669
Hodges Capital Management
Texas
$3.2M -$1.28M -10,948 -29%
HI
670
Hoey Investments
Pennsylvania
$3.18M -$433K -3,710 -12%
TC
671
Trilogy Capital
California
$3.16M +$774K +6,630 +32%
CNBT
672
Canandaigua National Bank & Trust
New York
$3.13M -$308K -2,640 -9%
VNIM
673
Vaughan Nelson Investment Management
Texas
$3.13M -$263K -2,250 -8%
DCM
674
Dimension Capital Management
Florida
$3.06M – – –
NLP
675
Next Level Private
New York
$3.06M – – –
25 26
27
28 29