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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 %
RSA
751
River Street Advisors
Illinois
$2.38M +$349K +2,991 +17%
PE
752
Point72 Europe
United Kingdom
$2.36M +$2.36M +20,200 New
BIM
753
Baldwin Investment Management
Pennsylvania
$2.34M -$85.2K -730 -4%
CFCI
754
Comprehensive Financial Consultants Institutional
Indiana
$2.34M -$48.5K -416 -2%
LGF
755
LGT Group Foundation
Liechtenstein
$2.33M +$95K +814 +4%
Verition Fund Management
756
Verition Fund Management
Connecticut
$2.32M -$5.04M -43,206 -68%
NP
757
NorthRock Partners
Minnesota
$2.31M +$88.7K +760 +4%
WWM
758
Wolff Wiese Magana
California
$2.3M +$933 +8 +0%
WIA
759
World Investment Advisors
California
$2.29M +$268K +2,297 +13%
HIA
760
Harvest Investment Advisors
Florida
$2.28M +$2.92K +25 +0.1%
TS
761
Triglav Skladi
Slovenia
$2.28M – – –
MOS
762
MGO One Seven
Ohio
$2.27M -$326K -2,791 -13%
SIM
763
Stratos Investment Management
Ohio
$2.26M +$51.6K +442 +2%
WAM
764
Wakefield Asset Management
Colorado
$2.26M +$2.26M +19,382 New
PI
765
PFG Investments
New York
$2.26M -$270K -2,312 -11%
CICI
766
Capital Investment Counsel Inc
North Carolina
$2.23M +$35K +300 +2%
IAIM
767
International Assets Investment Management
Florida
$2.22M +$205K +72,838 +10%
HCCM
768
Hudson Canyon Capital Management
New York
$2.21M – – –
SI
769
Shaker Investments
Ohio
$2.21M +$2.21M +18,958 New
ECM
770
Eisler Capital Management
United Kingdom
$2.21M +$2.21M +18,951 New
CAS
771
Coppell Advisory Solutions
Texas
$2.2M +$1.79M +4,006 +440%
MME
772
Meag Munich Ergo
Germany
$2.2M -$1.03M -8,801 -32%
NW
773
NewEdge Wealth
Pennsylvania
$2.19M +$91.9K +788 +4%
AG
774
AIA Group
Hong Kong
$2.18M +$724K +6,204 +50%
AIM
775
Acropolis Investment Management
Missouri
$2.16M -$9.68K -83 -0.4%
29 30
31
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