MS icon

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 %
BFPW
776
BOK Financial Private Wealth
Colorado
$2.16M -$40.1K -344 -2%
MCWS
777
McKinley Carter Wealth Services
West Virginia
$2.15M -$16.9K -145 -0.8%
IIL
778
Insight Inv LLC
California
$2.14M +$10.3K +88 +0.5%
BFA
779
Brown Financial Advisors
Ohio
$2.13M +$305K +2,612 +17%
TYCC
780
Texas Yale Capital Corp
Florida
$2.13M -$781K -6,690 -27%
BBHC
781
Brown Brothers Harriman & Co
New York
$2.11M -$164K -1,406 -7%
AFM
782
Abbot Financial Management
Massachusetts
$2.11M -$2.92K -25 -0.1%
JWM
783
JPL Wealth Management
Colorado
$2.1M +$47.3K +405 +2%
LJHT
784
Laurie J. Hall Trustee
$2.1M – – –
CCG
785
Chatham Capital Group
Georgia
$2.08M -$239K -2,045 -10%
IB
786
Intrust Bank
Kansas
$2.07M +$115K +982 +6%
FDS
787
Freedom Day Solutions
Texas
$2.07M -$188K -1,611 -8%
SA
788
Strategic Advisors
New York
$2.06M -$49.7K -426 -2%
OAM
789
Oak Asset Management
California
$2.05M +$52.5K +450 +3%
WT
790
Whittier Trust
California
$2.05M -$3.38K -29 -0.2%
Luther King Capital Management (LKCM)
791
Luther King Capital Management (LKCM)
Texas
$2.05M -$8.17K -70 -0.4%
Koshinski Asset Management
792
Koshinski Asset Management
Illinois
$2.03M -$255K -2,189 -11%
MIF
793
Mediolanum International Funds
Ireland
$2.02M -$13.3M -115,443 -87%
SAI
794
Systematic Alpha Investments
New Jersey
$2.02M – – –
AF
795
Arrow Financial
New York
$2.01M -$1.34M -11,471 -40%
PA
796
Profund Advisors
Maryland
$2.01M -$110K -946 -5%
MS
797
Maven Securities
Jersey
$2.01M +$987K +8,460 +97%
BFS
798
Bradley Foster & Sargent
Connecticut
$2M -$3.03K -26 -0.2%
IFWM
799
Institute for Wealth Management
Colorado
$2M -$16.8K -144 -0.8%
IIC
800
Ironwood Investment Counsel
Arizona
$2M +$42.7K +366 +2%
30 31
32
33 34