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 %
CWAG
876
Compton Wealth Advisory Group
Virginia
$1.56M +$37.2K +319 +2%
SAM
877
Silvercrest Asset Management
New York
$1.56M +$176K +1,505 +13%
BJL
878
Brighton Jones LLC
Washington
$1.56M +$70K +600 +5%
LRWA
879
Long Run Wealth Advisors
New York
$1.56M +$257K +2,206 +20%
SCTC
880
Sanibel Captiva Trust Company
Florida
$1.56M +$149K +1,277 +11%
GDP
881
Great Diamond Partners
Maine
$1.55M -$110K -947 -7%
QC
882
Quent Capital
New York
$1.55M +$113K +971 +8%
VCWA
883
Vanguard Capital Wealth Advisors
Colorado
$1.55M -$362K -3,100 -19%
PIM
884
Penobscot Investment Management
Massachusetts
$1.53M -$58.3K -500 -4%
CAG
885
Crestwood Advisors Group
Massachusetts
$1.53M +$32.7K +280 +2%
NG
886
Norden Group
Utah
$1.52M -$126K -1,076 -8%
EW
887
Evoke Wealth
California
$1.52M +$61.6K +528 +4%
WIC
888
Wilkins Investment Counsel
Massachusetts
$1.51M -$194K -1,665 -11%
SAM
889
Smartleaf Asset Management
Massachusetts
$1.51M +$116K +1,010 +8%
FM
890
Foster & Motley
Ohio
$1.51M -$137K -1,172 -8%
RPC
891
Rossmore Private Capital
Connecticut
$1.5M +$110K +939 +8%
AG
892
AlTi Global
New York
$1.5M -$105K -904 -7%
CFO
893
Callan Family Office
Pennsylvania
$1.49M -$1.48M -12,648 -50%
DF
894
Donoghue Forlines
Massachusetts
$1.49M +$55.4K +475 +4%
RCM
895
Radnor Capital Management
Pennsylvania
$1.48M +$8.17K +70 +0.6%
PA
896
Procyon Advisors
Connecticut
$1.48M -$214K -1,838 -13%
SWM
897
Spire Wealth Management
Virginia
$1.48M +$118K +1,010 +9%
CGL
898
Clarius Group LLC
Washington
$1.48M -$12.4K -106 -0.8%
MAWA
899
Moss Adams Wealth Advisors
Washington
$1.47M +$71.4K +612 +5%
SACTSONJ
900
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.47M – – –
34 35
36
37 38