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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 %
CCT
926
Chemung Canal Trust
New York
$1.36M -$42.8K -367 -3%
CI
927
Cigna Investments
Connecticut
$1.35M -$46.2K -396 -3%
BAM
928
Berkshire Asset Management
Pennsylvania
$1.35M -$13.2K -111 -1%
WPC
929
Wedmont Private Capital
Pennsylvania
$1.34M +$46.1K +426 +4%
TCM
930
Twin Capital Management
Pennsylvania
$1.34M +$608K +5,210 +83%
AAM
931
AR Asset Management
California
$1.33M – – –
WAM
932
Worth Asset Management
Texas
$1.33M -$61.4K -526 -4%
BHPW
933
Beverly Hills Private Wealth
California
$1.32M -$704K -6,030 -35%
LIM
934
Longfellow Investment Management
Massachusetts
$1.32M +$261K +2,240 +25%
PPW
935
Parcion Private Wealth
Washington
$1.31M +$8.05K +69 +0.6%
MA
936
Mutual Advisors
Nebraska
$1.31M +$59.7K +515 +5%
AP
937
Advisors Preferred
Maryland
$1.31M +$1.31M +11,300 New
DAM
938
Delta Asset Management
Tennessee
$1.3M – – –
GS
939
GTS Securities
New York
$1.29M -$7.47K -64 -0.6%
SIA
940
Schechter Investment Advisors
Michigan
$1.28M -$330K -2,828 -20%
NED
941
Nancy E. Dempze
$1.28M -$467K -4,000 -27%
CIA
942
Choate Investment Advisors
Massachusetts
$1.28M -$3.97K -34 -0.3%
KAS
943
KPP Advisory Services
Kentucky
$1.28M +$341K +2,921 +36%
ZIG
944
Zullo Investment Group
Pennsylvania
$1.27M -$5.6K -48 -0.4%
VAS
945
Vestmark Advisory Solutions
Massachusetts
$1.27M +$399K +3,416 +46%
CP
946
CenterBook Partners
Connecticut
$1.27M +$1.27M +10,872 New
CF
947
Centaurus Financial
California
$1.26M +$230K +1,967 +22%
CCP
948
Carmel Capital Partners
California
$1.25M +$172K +1,473 +16%
WT
949
Washington Trust
Rhode Island
$1.25M -$31.6K -271 -2%
MCM
950
Mork Capital Management
California
$1.24M – – –
36 37
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