MS icon

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 %
MFC
1051
Mechanics Financial Corp
Ohio
$909K – – –
CPIG
1052
Chicago Partners Investment Group
Illinois
$908K -$42.5K -357 -4%
CIM
1053
CIM Investment Management
Pennsylvania
$907K -$700 -6 -0.1%
TC
1054
TwinBeech Capital
New York
$906K +$906K +7,766 New
SWA
1055
Stratos Wealth Advisors
Ohio
$905K -$110K -943 -11%
SDAM
1056
Shulman DeMeo Asset Management
New York
$905K +$3.38K +29 +0.4%
CST
1057
Charles Schwab Trust
Nevada
$901K – – –
LFG
1058
Larson Financial Group
Missouri
$891K +$391K +3,355 +78%
OA
1059
Operose Advisors
Wisconsin
$888K +$29.2K +250 +3%
HW
1060
Hancock Whitney
Mississippi
$885K +$54.1K +464 +7%
ADL
1061
Asset Dedication LLC
California
$885K -$91.4K -783 -9%
BSA
1062
Bull Street Advisors
Georgia
$884K -$12.1K -104 -1%
CI
1063
CX Institutional
Indiana
$882K -$5.02K -43 -0.6%
WCA
1064
Westover Capital Advisors
Delaware
$879K – – –
CCMT
1065
CMT Capital Markets Trading
Germany
$877K +$877K +7,520 New
MAM
1066
Mark Asset Management
New York
$875K +$875K +7,500 New
CFO
1067
CVA Family Office
Colorado
$875K +$30.2K +259 +4%
JPWM
1068
Jamison Private Wealth Management
Georgia
$870K +$104K +891 +14%
VWA
1069
Visionary Wealth Advisors
Illinois
$866K +$96.4K +826 +13%
GBT
1070
Grove Bank & Trust
Florida
$865K +$120K +1,032 +16%
MFG
1071
MidWestOne Financial Group
Iowa
$862K +$19.7K +169 +2%
IWA
1072
Icon Wealth Advisors
Texas
$860K -$96.7K -829 -10%
FNFDCM
1073
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$860K – – –
BOS
1074
Bank of Stockton
California
$854K -$34.5K -296 -4%
RWP
1075
RWA Wealth Partners
Massachusetts
$854K -$45K -386 -5%
41 42
43
44 45