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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 %
SCM
726
Stevens Capital Management
Pennsylvania
$2.64M +$2.64M +22,607 New
KIA
727
KCM Investment Advisors
California
$2.63M -$73.5K -630 -3%
MYAM
728
Meiji Yasuda Asset Management
Japan
$2.62M -$32.8K -281 -1%
IA
729
IFG Advisory
Georgia
$2.62M +$215K +1,846 +9%
SFS
730
Sowell Financial Services
Arkansas
$2.6M +$258K +2,213 +11%
ATPW
731
Ashton Thomas Private Wealth
Arizona
$2.59M -$1.02M -8,711 -28%
SLI
732
Sumitomo Life Insurance
Japan
$2.58M -$37.2K -319 -1%
AIS
733
AM Investment Strategies
Tennessee
$2.56M +$130K +1,114 +5%
TH
734
TCTC Holdings
Texas
$2.55M +$52.7K +452 +2%
CK
735
Cohen Klingenstein
New York
$2.54M – – –
WBWA
736
William B. Walkup & Associates
South Carolina
$2.54M +$14K +120 +0.6%
SSWM
737
Smith Salley Wealth Management
North Carolina
$2.53M +$86K +737 +4%
LIM
738
Leavell Investment Management
Alabama
$2.52M -$105K -900 -4%
DLCIG
739
D.L. Carlson Investment Group
New Hampshire
$2.5M -$115K -987 -4%
CAM
740
Cacti Asset Management
Georgia
$2.48M – – –
AC
741
Asio Capital
Kentucky
$2.47M +$56.9K +488 +2%
CWP
742
Concord Wealth Partners
Virginia
$2.47M +$999K +8,561 +68%
BCM
743
Brookstone Capital Management
Illinois
$2.46M +$1.56M +13,349 +172%
RFC
744
Regions Financial Corp
Alabama
$2.45M -$20.7K -177 -0.8%
VVP
745
Venture Visionary Partners
Ohio
$2.45M -$150K -1,286 -6%
WAM
746
Werlinich Asset Management
Connecticut
$2.42M – – –
LWCFA
747
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.41M -$339K -3,018 -12%
HC
748
Hurley Capital
New York
$2.41M -$325K -2,784 -12%
QIM
749
Quantitative Investment Management
Virginia
$2.41M +$2.41M +20,639 New
MSAM
750
Moloney Securities Asset Management
Missouri
$2.4M +$1.92M +16,477 +402%
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