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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 %
MWM
1001
Modera Wealth Management
New Jersey
$1.05M -$93.3K -800 -8%
LA
1002
LVW Advisors
New York
$1.05M -$231K -1,976 -18%
TCB
1003
Texas Capital Bancshares
Texas
$1.05M -$28.5K -244 -3%
NP
1004
Nilsine Partners
Colorado
$1.05M -$15.9K -136 -1%
AWM
1005
Avior Wealth Management
Nebraska
$1.04M +$15.3K +131 +1%
AWA
1006
Aaron Wealth Advisors
Illinois
$1.04M +$17K +146 +2%
PCM
1007
Pennsylvania Capital Management
Pennsylvania
$1.03M +$5.72K +49 +0.6%
BF
1008
bLong Financial
Tennessee
$1.03M -$1.4K -12 -0.1%
PW
1009
Paladin Wealth
Minnesota
$1.03M +$90.4K +775 +10%
MGIA
1010
Moneta Group Investment Advisors
Missouri
$1.03M +$238K +2,041 +30%
BMM
1011
Buffington Mohr McNeal
Idaho
$1.02M -$312K -2,675 -23%
SSWM
1012
Strait & Sound Wealth Management
California
$1.02M +$344K +2,945 +51%
BFIM
1013
Beese Fulmer Investment Management
Ohio
$1.02M -$113K -965 -10%
SF
1014
Symphony Financial
Texas
$1.02M +$1.51K +14 +0.1%
EB
1015
Eastern Bank
Massachusetts
$1.01M -$2.22K -19 -0.2%
EGA
1016
E&G Advisors
Texas
$1,000K – – –
NVIM
1017
New Vernon Investment Management
Illinois
$998K -$2.23M -19,074 -69%
CIEC
1018
Crédit Industriel et Commercial
France
$997K +$340K +2,917 +52%
GFP
1019
Gryphon Financial Partners
Ohio
$995K +$217K +1,861 +28%
WS
1020
Wedbush Securities
California
$989K +$218K +1,872 +28%
DAS
1021
Diversify Advisory Services
Utah
$983K -$169K -1,458 -15%
OCM
1022
Orion Capital Management
California
$979K -$8.17K -70 -0.8%
FMP
1023
Financial Management Professionals
Texas
$973K +$9.92K +85 +1%
FMC
1024
First Merchants Corp
Indiana
$972K – – –
MYLI
1025
Meiji Yasuda Life Insurance
Japan
$966K -$32.9K -282 -3%
39 40
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