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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 %
Group One Trading
701
Group One Trading
Illinois
$2.84M +$213K +1,826 +8%
FWP
702
FAS Wealth Partners
Kansas
$2.84M +$128K +1,093 +5%
M1FG
703
Mach-1 Financial Group
Arkansas
$2.84M +$2.28M +19,508 +406%
CCM
704
CAAS Capital Management
New York
$2.83M +$2.14M +18,385 +314%
GWM
705
Glass Wealth Management
Texas
$2.83M -$365K -3,132 -11%
MPA
706
Marvin & Palmer Associates
Delaware
$2.81M -$3.53M -30,280 -56%
TCA
707
Transcend Capital Advisors
New Jersey
$2.81M -$135K -1,159 -5%
MWM
708
Meridian Wealth Management
Kentucky
$2.78M +$711K +6,092 +34%
GI
709
GAMMA Investing
California
$2.75M +$166K +1,426 +6%
ACP
710
Arcus Capital Partners
Georgia
$2.75M – – –
CAMV
711
Concord Asset Management (Virginia)
Virginia
$2.74M +$1.41M +12,560 +106%
VI
712
Vestcor Inc
New Brunswick, Canada
$2.73M +$105K +897 +4%
Two Sigma Investments
713
Two Sigma Investments
New York
$2.71M -$11.2M -95,742 -80%
PAM
714
Paradigm Asset Management
New York
$2.71M – – –
BIP
715
Bouvel Investment Partners
Pennsylvania
$2.7M -$71.6K -687 -3%
SWP
716
Stratos Wealth Partners
Ohio
$2.7M -$298K -2,550 -10%
LD
717
Lipe & Dalton
New York
$2.7M -$296K -2,537 -10%
CIA
718
Capital Investment Advisors
Georgia
$2.7M +$161K +1,383 +6%
CAAS
719
Capital Asset Advisory Services
Michigan
$2.68M -$10.9K -91 -0.4%
GIS
720
Graphene Investments SAS
France
$2.68M +$2.68M +23,000 New
BPA
721
Beacon Pointe Advisors
California
$2.68M -$165K -1,418 -6%
P
722
Pitcairn
Pennsylvania
$2.66M +$4.2K +36 +0.2%
SC
723
Stance Capital
Massachusetts
$2.66M +$2.66M +22,796 +379,933%
AW
724
Alaethes Wealth
Nevada
$2.65M +$29.9K +256 +1%
YIA
725
YHB Investment Advisors
Connecticut
$2.65M +$13.1K +112 +0.5%
27 28
29
30 31