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 %
CP
1076
Clarendon Private
Massachusetts
$854K +$25.4K +218 +3%
PL
1077
Perpetual Ltd
Australia
$850K -$31.3K -268 -4%
FAG
1078
Fortitude Advisory Group
Washington
$847K +$135K +1,255 +19%
CAM
1079
Cidel Asset Management
Ontario, Canada
$844K -$69K -591 -8%
CAG
1080
Csenge Advisory Group
Florida
$843K -$44.8K -410 -5%
NSIM
1081
North Star Investment Management
Illinois
$841K – – –
SMA
1082
Sage Mountain Advisors
Georgia
$840K +$41.9K +359 +5%
LA
1083
LexAurum Advisors
Kansas
$838K -$7K -60 -0.8%
TSS
1084
Two Sigma Securities
New York
$837K +$837K +7,177 New
HFM
1085
Hartford Funds Management
Pennsylvania
$834K -$84.5K -724 -9%
GL
1086
Graypoint LLC
New York
$832K +$8.4K +72 +1%
RMP
1087
Richards, Merrill & Peterson
Washington
$831K +$108K +924 +15%
LA
1088
Legacy Advisors
Pennsylvania
$830K +$69.4K +595 +9%
FCM
1089
Fieldview Capital Management
Michigan
$828K +$828K +7,098 New
RIL
1090
Rothschild Investment LLC
Illinois
$827K -$103K -880 -11%
EHWM
1091
Eads & Heald Wealth Management
Georgia
$823K -$3.27K -28 -0.4%
III
1092
Independent Investors Inc
New York
$815K -$58.3K -500 -7%
KWA
1093
Kingswood Wealth Advisors
California
$809K -$211K -1,809 -21%
IA
1094
IFG Advisors
Missouri
$809K – – –
CFP
1095
Catalyst Financial Partners
Massachusetts
$802K +$16.2K +139 +2%
AC
1096
AlphaCore Capital
California
$797K +$166K +1,422 +26%
PTC
1097
Private Trust Company
Ohio
$797K +$23.7K +203 +3%
SEIA
1098
Signature Estate & Investment Advisors
California
$795K -$58.3K -500 -7%
HBT
1099
Hills Bank & Trust
Iowa
$792K -$1.28K -11 -0.2%
EFMC
1100
Empire Financial Management Company
New York
$790K +$16.1K +138 +2%
42 43
44
45 46