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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 %
AC
801
Avestar Capital
New York
$1.99M +$438K +3,757 +28%
TPW
802
Talon Private Wealth
Florida
$1.98M +$1.94M +16,306 +4,224%
VFA
803
Valeo Financial Advisors
Indiana
$1.97M +$18.2K +156 +0.9%
SC
804
Syon Capital
California
$1.97M +$881K +7,555 +81%
CT
805
Coastline Trust
Rhode Island
$1.97M +$66.6K +571 +4%
CCA
806
Checchi Capital Advisers
California
$1.95M +$33.3K +285 +2%
IA
807
IFC Advisors
California
$1.94M -$37.5K -321 -2%
AA
808
Altman Advisors
Illinois
$1.94M +$36.2K +314 +2%
MMA
809
Miracle Mile Advisors
California
$1.94M -$40.1K -344 -2%
VCA
810
Verdence Capital Advisors
Maryland
$1.93M -$90.5K -776 -4%
SIA
811
Schear Investment Advisers
Ohio
$1.92M +$313K +2,687 +19%
CFB
812
Cullen/Frost Bankers
Texas
$1.92M +$35.7K +306 +2%
OIA
813
OneDigital Investment Advisors
Kansas
$1.91M +$62.8K +538 +3%
HCM
814
Howland Capital Management
Massachusetts
$1.9M – – –
GGA
815
Granite Group Advisors
Connecticut
$1.89M -$283K -2,423 -13%
IGAM
816
iA Global Asset Management
Quebec, Canada
$1.89M -$6.27M -53,774 -77%
ANTB
817
AMG National Trust Bank
Colorado
$1.88M +$157K +1,345 +9%
ST
818
Somerset Trust
Pennsylvania
$1.88M +$82.6K +708 +5%
COCM
819
Charter Oak Capital Management
New Hampshire
$1.88M +$12.3K +105 +0.7%
SWP
820
Sagespring Wealth Partners
Tennessee
$1.87M +$346K +2,964 +23%
CI
821
Cherokee Insurance
Michigan
$1.87M – – –
DCM
822
Decatur Capital Management
Georgia
$1.87M +$5.48K +47 +0.3%
EWM
823
Empirical Wealth Management
Washington
$1.86M -$186K -1,593 -9%
AGC
824
Aspen Grove Capital
Colorado
$1.86M – – –
MTC
825
Matrix Trust Company
Colorado
$1.86M -$33K -283 -2%
31 32
33
34 35