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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 %
KF
851
Krilogy Financial
Missouri
$1.71M -$59.3K -508 -3%
DWM
852
Dynasty Wealth Management
Florida
$1.71M +$13.4K +115 +0.8%
OBAM
853
ODDO BHF Asset Management
France
$1.69M +$871K +7,466 +107%
CC
854
Courier Capital
New York
$1.69M -$25.7K -220 -2%
LIA
855
LS Investment Advisors
Michigan
$1.68M +$113K +965 +7%
CAM
856
Congress Asset Management
Massachusetts
$1.68M -$11.7K -100 -0.7%
AIMCA
857
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.68M -$945K -8,100 -36%
WAP
858
Wealthcare Advisory Partners
Pennsylvania
$1.68M +$1.32M +11,338 +374%
TAM
859
Trust Asset Management
Texas
$1.67M -$114K -976 -6%
PFBT
860
Parkside Financial Bank & Trust
Missouri
$1.67M +$44.1K +378 +3%
TCOV
861
Trust Company of Vermont
Vermont
$1.64M +$74.3K +637 +5%
QWM
862
Quadcap Wealth Management
Texas
$1.63M +$329K +2,819 +25%
QI
863
Qtron Investments
Massachusetts
$1.63M – – –
AWM
864
AE Wealth Management
Kansas
$1.63M +$3.03K +26 +0.2%
DI
865
Diligent Investors
California
$1.62M -$29.6K -254 -2%
TAM
866
Tocqueville Asset Management
New York
$1.62M -$18.1K -155 -1%
ASC
867
Atalanta Sosnoff Capital
New York
$1.62M -$59M -505,633 -97%
TF
868
TLWM Financial
Texas
$1.62M +$28.9K +248 +2%
UB
869
Umpqua Bank
Oregon
$1.62M +$22.6K +194 +1%
NB
870
NBT Bank
New York
$1.6M -$32.3K -277 -2%
RIA
871
Regal Investment Advisors
Michigan
$1.59M -$859K -7,365 -35%
GAMC
872
Garner Asset Management Corp
Texas
$1.59M -$14K -120 -0.9%
GSEP
873
Golden State Equity Partners
California
$1.59M -$7.12K -61 -0.4%
CIP
874
Convergence Investment Partners
Florida
$1.58M +$121K +1,034 +8%
SFM
875
Systematic Financial Management
New Jersey
$1.58M – – –
33 34
35
36 37