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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 %
PCP
1026
Proficio Capital Partners
Massachusetts
$961K -$18.2K -156 -2%
ONB
1027
Old National Bancorp
Indiana
$961K -$85.9K -736 -8%
SAM
1028
Sompo Asset Management
Japan
$953K +$149K +1,280 +19%
WA
1029
Waverly Advisors
Alabama
$948K +$178K +1,523 +23%
SRC
1030
Sage Rhino Capital
California
$944K -$16.7K -143 -2%
MWM
1031
Mission Wealth Management
California
$944K +$127K +1,086 +15%
GCA
1032
Genesee Capital Advisors
New York
$944K +$59.2K +507 +7%
RMAM
1033
Raab & Moskowitz Asset Management
New Jersey
$943K +$141K +1,212 +18%
HA
1034
Herold Advisors
New York
$941K -$30.2K -259 -3%
PAMG
1035
Patton Albertson Miller Group
Tennessee
$940K +$3.5K +30 +0.4%
HPC
1036
HM Payson & Co
Maine
$938K +$91.4K +783 +11%
BCG
1037
Breakwater Capital Group
New Jersey
$933K +$50.2K +430 +6%
PI
1038
Parkside Investments
Illinois
$933K +$233K +2,000 +33%
LFM
1039
LGT Fund Management
Liechtenstein
$933K +$91.6K +785 +11%
BB
1040
Berkshire Bank
Massachusetts
$929K -$40.7K -349 -4%
TM
1041
TigerOak Management
New Mexico
$927K – – –
ACM
1042
Advisors Capital Management
New Jersey
$926K -$3.62K -31 -0.4%
A
1043
AlphaQuest
New York
$925K +$703K +6,022 +315%
AFP
1044
Ausdal Financial Partners
Iowa
$923K +$339K +2,902 +58%
VF
1045
Virtu Financial
New York
$920K +$920K +7,890 New
SPF
1046
South Plains Financial
Texas
$917K -$25.8K -221 -3%
GLA
1047
Good Life Advisors
Pennsylvania
$916K -$59K -506 -6%
UAML
1048
US Asset Management LLC
Pennsylvania
$914K +$236K +2,020 +35%
CCM
1049
Corsair Capital Management
New York
$912K – – –
KWM
1050
Kingsview Wealth Management
Oregon
$910K +$183K +1,565 +25%
40 41
42
43 44