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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 %
ICP
901
Interchange Capital Partners
Pennsylvania
$1.47M +$2.1K +18 +0.1%
EM
902
Excalibur Management
Massachusetts
$1.46M -$27.9K -239 -2%
EPIM
903
Evelyn Partners Investment Management
$1.46M +$1.46M +2,647 New
LSA
904
Lansing Street Advisors
Pennsylvania
$1.46M +$13.4K +115 +0.9%
FBT
905
First Bank & Trust
South Dakota
$1.45M -$14.6K -125 -1%
CCP
906
Clough Capital Partners
Massachusetts
$1.45M -$1.99M -17,022 -58%
VF
907
Vest Financial
Virginia
$1.44M +$609K +5,217 +73%
VA
908
VestGen Advisors
Illinois
$1.43M +$1.43M +12,277 New
BFS
909
Bard Financial Services
Connecticut
$1.42M – – –
KNW
910
Kesler Norman & Wride
Utah
$1.42M +$661K +5,665 +87%
MG
911
Mather Group
Illinois
$1.42M +$93.8K +804 +7%
VCM
912
Viewpoint Capital Management
Washington
$1.41M -$23.3K -200 -2%
TNBTD
913
Trustmark National Bank Trust Department
Mississippi
$1.41M +$236K +2,023 +20%
PCM
914
Parsons Capital Management
Rhode Island
$1.4M +$45.3K +388 +3%
SAI
915
Savvy Advisors Inc
New York
$1.4M +$53.7K +460 +4%
SS
916
SBI Securities
Japan
$1.39M +$156K +1,333 +13%
RFA
917
Resurgent Financial Advisors
Georgia
$1.39M +$496K +4,251 +56%
JWCA
918
J.W. Cole Advisors
Florida
$1.39M -$75.2K -656 -5%
FFA
919
Farther Finance Advisors
California
$1.38M +$346K +2,989 +33%
MFG
920
Magnus Financial Group
New York
$1.38M -$135K -1,160 -9%
IFU
921
iSAM Funds (UK)
United Kingdom
$1.37M +$1.37M +11,764 New
IBOK
922
Independence Bank of Kentucky
Kentucky
$1.37M -$13K -111 -0.9%
LSV Asset Management
923
LSV Asset Management
Illinois
$1.37M +$356K +3,048 +35%
PWP
924
Principle Wealth Partners
Connecticut
$1.36M +$1.52K +13 +0.1%
DM
925
Delphi Management
Massachusetts
$1.36M -$52.3K -448 -4%
35 36
37
38 39