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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 %
MFG
676
Merit Financial Group
Georgia
$3.06M +$1.4M +12,035 +85%
S
677
SignatureFD
Georgia
$3.01M +$132K +1,134 +5%
CANC
678
Culbertson A N & Co
Virginia
$3.01M -$28.6K -245 -0.9%
MM
679
Morangie Management
Florida
$3M +$147K +1,259 +5%
PAM
680
Palisade Asset Management
Minnesota
$3M +$40.7K +349 +1%
WANY
681
Wealthspire Advisors (New York)
New York
$2.97M -$562K -4,815 -16%
CW
682
CreativeOne Wealth
Kansas
$2.97M +$869K +7,451 +41%
HAIM
683
Hunter Associates Investment Management
Pennsylvania
$2.97M +$61.9K +531 +2%
BEI
684
Benjamin Edwards Inc
Missouri
$2.96M -$32.4K -278 -1%
BCWM
685
Bartlett & Co Wealth Management
Ohio
$2.96M -$583 -5 -0%
DC
686
Davenport & Co
Virginia
$2.96M -$55.5K -476 -2%
HI
687
Horizon Investments
North Carolina
$2.95M +$98K +847 +3%
MAS
688
Meeder Advisory Services
Ohio
$2.95M +$164K +1,402 +6%
HCA
689
Harbor Capital Advisors
Illinois
$2.93M -$347K -2,972 -11%
CSP
690
Cary Street Partners
Virginia
$2.92M -$90.5K -776 -3%
FSA
691
Franklin Street Advisors
North Carolina
$2.92M – – –
BIG
692
Brooklyn Investment Group
New York
$2.89M -$447K -3,835 -13%
PFP
693
Pinnacle Financial Partners
Tennessee
$2.88M +$2.29M +19,586 +386%
TCOT
694
Trust Company of Toledo
Ohio
$2.88M +$22.9K +196 +0.8%
SC
695
Stolper & Co
Oklahoma
$2.87M +$9.92K +85 +0.3%
MIA
696
MainStreet Investment Advisors
Illinois
$2.87M -$88.9K -762 -3%
NIM
697
Northeast Investment Management
Massachusetts
$2.87M +$17.6K +151 +0.6%
AIM
698
Aigen Investment Management
New York
$2.86M +$2.86M +24,479 New
TNA
699
True North Advisors
Texas
$2.85M -$487K -4,172 -15%
GAM
700
Griffin Asset Management
New York
$2.85M +$46.1K +395 +2%
26 27
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