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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 %
FHA
951
First Horizon Advisors
Tennessee
$1.24M +$7.7K +66 +0.6%
MFIM
952
Mesirow Financial Investment Management
Illinois
$1.24M +$77.8K +667 +7%
AWE
953
Avidian Wealth Enterprises
Texas
$1.24M +$32K +274 +3%
CWP
954
CFM Wealth Partners
Texas
$1.24M +$11.4K +98 +0.9%
Financial Engines Advisors
955
Financial Engines Advisors
California
$1.24M +$7.35K +63 +0.6%
CASB
956
Cape Ann Savings Bank
Massachusetts
$1.23M -$2.33K -20 -0.2%
1C
957
111 Capital
France
$1.23M +$1.23M +10,571 New
DWM
958
Dakota Wealth Management
Florida
$1.23M -$2.33K -20 -0.2%
PFSC
959
Peoples Financial Services Corp
Pennsylvania
$1.2M -$58.3K -500 -5%
LF
960
Lee Financial
Texas
$1.2M -$173K -1,481 -13%
HWAM
961
Hennion & Walsh Asset Management
New Jersey
$1.19M -$390K -3,339 -25%
CM
962
Caption Management
Oklahoma
$1.19M +$1.19M +10,200 New
MMPW
963
Mitchell McLeod Pugh & Williams
Alabama
$1.18M -$17.6K -151 -1%
RCA
964
Roberts Capital Advisors
Colorado
$1.17M – – –
AT
965
Avalon Trust
New Mexico
$1.17M -$117K -1,000 -9%
GA
966
Greenhaven Associates
New York
$1.17M – – –
BWM
967
Buckley Wealth Management
Nevada
$1.16M +$23.3K +200 +2%
AG
968
Ascent Group
Virginia
$1.16M +$794K +6,809 +218%
FPCP
969
Fort Point Capital Partners
California
$1.16M +$2.1K +18 +0.2%
GCA
970
Gallagher Capital Advisors
Texas
$1.15M +$46K +394 +4%
EDRH
971
Edmond de Rothschild Holding
Switzerland
$1.15M +$1.14M +9,764 +11,095%
TPI
972
Trust Point Inc
Wisconsin
$1.14M -$168K -1,442 -13%
NWAG
973
Net Worth Advisory Group
Utah
$1.14M +$183K +1,568 +19%
BCM
974
BluePath Capital Management
Georgia
$1.13M -$28.2K -242 -2%
BP
975
BNP Paribas
France
$1.13M +$132K +1,128 +13%
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