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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 %
GIA
1126
Gladstone Institutional Advisory
Florida
$744K +$41.5K +356 +6%
KFS
1127
Kurt F. Somerville
$744K – – –
SVWAG
1128
Sound View Wealth Advisors Group
Georgia
$742K +$78.6K +674 +12%
WBG
1129
Wharton Business Group
Pennsylvania
$739K -$33.8K -290 -4%
RMDI
1130
R.M. Davis Inc
Maine
$738K -$75.7K -649 -9%
UFF
1131
USA Financial Formulas
Michigan
$734K -$375K -3,215 -34%
RCA
1132
Resonant Capital Advisors
Wisconsin
$732K +$12.8K +110 +2%
CC
1133
Centiva Capital
New York
$730K +$451K +3,865 +162%
CWM
1134
Chicago Wealth Management
Illinois
$728K – – –
GM
1135
GeoWealth Management
Illinois
$725K -$704K -6,036 -49%
WF
1136
Welch & Forbes
Massachusetts
$725K -$2.1K -18 -0.3%
MYIA
1137
Mount Yale Investment Advisors
Colorado
$724K -$89.5K -767 -11%
BHBT
1138
Burke & Herbert Bank & Trust
Virginia
$723K – – –
TPW
1139
Transatlantique Private Wealth
New York
$723K -$119K -1,023 -14%
BMO
1140
Beck Mack & Oliver
New York
$715K +$423K +3,625 +145%
AA
1141
Alta Advisers
United Kingdom
$713K +$233K +2,000 +49%
SC
1142
Scholtz & Company
Connecticut
$713K +$713K +6,115 New
BFG
1143
Berger Financial Group
Minnesota
$712K +$30.1K +258 +4%
CA
1144
Claro Advisors
Massachusetts
$712K -$63.5K -544 -8%
RSS
1145
Rosenblum Silverman Sutton
California
$710K +$8.4K +72 +1%
CIAS
1146
CFS Investment Advisory Services
New Jersey
$710K -$23.5K -201 -3%
BA
1147
Bridgewater Advisors
New York
$710K +$710K +6,109 New
PP
1148
PDS Planning
Ohio
$709K +$50.3K +431 +8%
GFG
1149
Goldstone Financial Group
Illinois
$708K +$19.6K +168 +3%
CG
1150
Clifford Group
Massachusetts
$707K -$56.9K -488 -7%
44 45
46
47 48