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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 %
CAU
1151
Caxton Associates (UK)
$705K +$705K +6,039 New
AIM
1152
Anchor Investment Management
South Carolina
$701K +$96.3K +825 +16%
LFA
1153
Legacy Financial Advisors
Kentucky
$701K -$41.1K -352 -6%
ERIC
1154
Eagle Rock Investment Company
Georgia
$700K – – –
ECM
1155
Evergreen Capital Management
Washington
$696K +$62.4K +535 +10%
BFG
1156
Beacon Financial Group
Texas
$696K -$115K -989 -14%
BC
1157
Bridgefront Capital
Texas
$694K +$694K +5,949 New
HSA
1158
HBK Sorce Advisory
Pennsylvania
$693K +$47.1K +404 +7%
WA
1159
Wealth Alliance
New York
$691K -$176K -1,506 -20%
DWM
1160
Diversify Wealth Management
Utah
$690K -$15.7K -135 -2%
KP
1161
Keel Point
Alabama
$688K +$73.9K +633 +12%
RAM
1162
Ramirez Asset Management
New York
$687K – – –
BONH
1163
Bank of New Hampshire
New Hampshire
$686K -$50.8K -435 -7%
PIA
1164
Perennial Investment Advisors
California
$680K +$434K +3,720 +177%
SCA
1165
Sippican Capital Advisors
Massachusetts
$676K -$18.1K -155 -3%
WI
1166
WrapManager Inc
California
$676K +$365K +3,132 +118%
SRC
1167
Shufro Rose & Co
New York
$675K -$4.78K -41 -0.7%
BG
1168
Bahl & Gaynor
Ohio
$674K +$51.2K +439 +8%
SS
1169
Sunbelt Securities
Texas
$674K -$98.2K -842 -13%
WWM
1170
Western Wealth Management
Colorado
$673K -$66.6K -571 -9%
TWM
1171
TriaGen Wealth Management
California
$673K -$152K -1,300 -18%
RAM
1172
Readystate Asset Management
Illinois
$672K +$672K +5,760 New
ACM
1173
Aljian Capital Management
Nevada
$671K +$5.37K +46 +0.8%
LA
1174
LM Advisors
California
$670K +$2.1K +18 +0.3%
NFG
1175
Nations Financial Group
Iowa
$669K +$426K +3,655 +176%
45 46
47
48 49