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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 %
LB
976
Legacy Bridge
Iowa
$1.13M – – –
AA
977
Armis Advisers
Georgia
$1.12M +$1.12M +9,732 New
IRC
978
Investors Research Corp
Georgia
$1.12M +$3.85K +33 +0.3%
AWA
979
Arkadios Wealth Advisors
Georgia
$1.12M +$366K +3,134 +49%
KA
980
KLCM Advisors
Wisconsin
$1.12M -$20.5K -176 -2%
RZH
981
Relyea Zuckerberg Hanson
Connecticut
$1.11M -$215K -1,844 -16%
PPWP
982
Premier Path Wealth Partners
New Jersey
$1.11M -$63.6K -545 -5%
WAL
983
W Advisors LLC
Tennessee
$1.1M +$10.2K +87 +0.9%
ALA
984
Atlas Legacy Advisors
California
$1.1M -$700 -6 -0.1%
VWM
985
Venturi Wealth Management
Texas
$1.1M -$200K -1,716 -15%
MP
986
Moment Partners
California
$1.09M – – –
FFP
987
FourThought Financial Partners
Florida
$1.09M -$68.8K -590 -6%
BOJHT
988
Bank of Jackson Hole Trust
Wyoming
$1.09M -$49.8K -374 -4%
BB
989
Busey Bank
Illinois
$1.08M +$59.9K +513 +6%
TPWA
990
TRUE Private Wealth Advisors
Oregon
$1.07M +$120K +1,032 +13%
IA
991
IFP Advisors
Florida
$1.07M +$171K +1,470 +19%
PWG
992
Portside Wealth Group
Utah
$1.07M +$70K +600 +7%
HCM
993
Howard Capital Management
Georgia
$1.07M -$127K -1,091 -11%
TSWM
994
Triangle Securities Wealth Management
North Carolina
$1.06M -$40K -343 -4%
NCM
995
NCM Capital Management
New Jersey
$1.06M -$58.3K -500 -5%
SG
996
Sienna Gestion
France
$1.06M – – –
VV
997
Verity & Verity
South Carolina
$1.06M -$95.2K -816 -8%
RPCONE
998
Retirement Planning Company of New England
Rhode Island
$1.05M +$1.28K +11 +0.1%
FCFC
999
First Citizens Financial Corp
Iowa
$1.05M +$2.92K +25 +0.3%
PCA
1000
Prosperity Capital Advisors
Ohio
$1.05M +$110K +953 +12%
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40
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