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 %
IWM
1101
IHT Wealth Management
Illinois
$787K +$9.69K +83 +1%
AIA
1102
Affinity Investment Advisors
California
$786K -$2.8K -24 -0.4%
MIC
1103
Meridian Investment Counsel
California
$786K – – –
PCM
1104
Polymer Capital Management
New York
$785K +$785K +6,730 New
TWP
1105
Triad Wealth Partners
Kansas
$785K -$10.7K -92 -1%
CH
1106
Canton Hathaway
Rhode Island
$785K – – –
RR
1107
Robotti Robert
$783K – – –
JE
1108
JMAC Enterprises
Pennsylvania
$782K +$93.3K +800 +14%
NAS
1109
Nicolet Advisory Services
Wisconsin
$781K -$46.2K -433 -6%
PCS
1110
Personal CFO Solutions
New Jersey
$775K +$56.5K +484 +8%
JIC
1111
Johnson Investment Counsel
Ohio
$774K -$12K -103 -2%
CGIM
1112
Capital Group Investment Management
Singapore
$772K – – –
LDB
1113
Lee, Danner & Bass
Tennessee
$772K -$233 -2 -0%
RCA
1114
Ranch Capital Advisors
Florida
$771K +$50K +429 +7%
HA
1115
Harbor Advisors
Florida
$771K – – –
T. Rowe Price Investment Management
1116
T. Rowe Price Investment Management
Maryland
$770K +$89.7K +768 +13%
SB
1117
Strategic Blueprint
Georgia
$769K +$8.4K +72 +1%
CAM
1118
CenterStar Asset Management
Illinois
$766K +$766K +6,554 New
CMTU
1119
Capital Markets Trading (UK)
United Kingdom
$765K -$1.18M -10,138 -61%
CIC
1120
Cornercap Investment Counsel
Georgia
$760K +$760K +6,511 New
EFG
1121
Everhart Financial Group
Ohio
$758K -$102K -875 -12%
MWM
1122
Mindset Wealth Management
Indiana
$758K -$86.6K -742 -10%
RA
1123
RFG Advisory
Alabama
$752K +$488K +4,181 +184%
BPCE
1124
Bank Pictet & Cie (Europe)
Germany
$746K +$69K +591 +10%
HC
1125
Hamilton Capital
Ohio
$745K +$7.35K +63 +1%
43 44
45
46 47