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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 %
1SB
826
1ST Source Bank
Indiana
$1.86M +$350 +3 +0%
TIA
827
Trust Investment Advisors
Indiana
$1.85M +$52.5K +450 +3%
NERM
828
New England Research & Management
Illinois
$1.83M +$57.6K +494 +3%
SCA
829
Snowden Capital Advisors
New York
$1.81M -$136K -1,169 -7%
WPC
830
White Pine Capital
Minnesota
$1.81M +$15.2K +130 +0.8%
AWMT
831
AAFMAA Wealth Management & Trust
North Carolina
$1.81M +$1.81M +15,473 New
WJWM
832
Williams Jones Wealth Management
New York
$1.8M +$11.7K +100 +0.7%
ADBIC
833
A.D. Beadell Investment Counsel
Wisconsin
$1.8M -$88.1K -755 -5%
CB
834
Community Bank
New York
$1.8M -$838K -7,185 -32%
CPC
835
Cookson Peirce & Co
Pennsylvania
$1.78M +$881K +7,554 +98%
AFG
836
Atomi Financial Group
New York
$1.78M +$1.17K +10 +0.1%
PMA
837
Prudent Man Advisors
Illinois
$1.77M +$15.9K +136 +0.9%
SWM
838
SeaCrest Wealth Management
New York
$1.77M -$121K -1,041 -6%
DWT
839
Dorsey & Whitney Trust
South Dakota
$1.77M +$51.1K +438 +3%
WW
840
Waterfront Wealth
Kansas
$1.77M -$42.4K -363 -2%
IAS
841
Insigneo Advisory Services
Florida
$1.76M +$203K +1,743 +13%
BTI
842
Blue Trust Inc
Georgia
$1.75M +$233 +2 +0%
MAM
843
Mystic Asset Management
Rhode Island
$1.74M -$13.9K -119 -0.8%
AFS
844
Aft Forsyth & Sober
Florida
$1.74M +$23.3K +200 +1%
PFS
845
Prospera Financial Services
Texas
$1.74M +$425K +3,640 +32%
NL
846
NVWM LLC
Pennsylvania
$1.73M +$29.2K +250 +2%
EWA
847
EverSource Wealth Advisors
Alabama
$1.72M +$182K +1,557 +12%
NWM
848
Northcape Wealth Management
New York
$1.72M -$64.8K -555 -4%
CWM
849
Chesapeake Wealth Management
Virginia
$1.71M -$36.5K -313 -2%
CIAS
850
Capital Investment Advisory Services
North Carolina
$1.71M +$22.6K +194 +1%
32 33
34
35 36