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Morgan Stanley

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1176
Arete Wealth Advisors
Illinois
$667K +$399K +7,245 +149%
MBTD
1177
Mechanics Bank - Trust Department
California
$665K +$131K +1,119 +24%
CFMC
1178
Curbstone Financial Management Corp
New Hampshire
$662K +$11.7K +100 +2%
RCAG
1179
Rehmann Capital Advisory Group
Michigan
$661K +$16.7K +143 +3%
EW
1180
Evexia Wealth
Wisconsin
$660K -$1.23K -11 -0.2%
HA
1181
Harfst & Associates
Wyoming
$658K +$658K +5,636 New
KA
1182
Kovack Advisors
Florida
$656K -$53.6K -459 -8%
CAMG
1183
CWA Asset Management Group
Florida
$656K +$44K +377 +7%
BPC
1184
Bearing Point Capital
Minnesota
$654K -$29.9K -256 -4%
NHC
1185
Nicholas Hoffman & Company
Georgia
$648K -$43.3K -371 -6%
IC
1186
Inscription Capital
Texas
$648K +$648K +6,878 New
FAIM
1187
Financial Advocates Investment Management
Washington
$647K +$360K +3,090 +126%
FPAS
1188
Focus Partners Advisor Solutions
Missouri
$647K +$53.3K +457 +9%
TFA
1189
Transamerica Financial Advisors
Florida
$646K +$17.1K +146 +3%
FFA
1190
First Foundation Advisors
California
$646K +$2.8K +24 +0.4%
CD
1191
Chapin Davis
Maryland
$645K -$6.18K -53 -0.9%
CIC
1192
Chase Investment Counsel
Virginia
$645K -$28.7K -246 -4%
MW
1193
Marcum Wealth
Ohio
$643K -$10.2K -87 -2%
DWA
1194
Douglass Winthrop Advisors
New York
$643K +$5.37K +46 +0.8%
IF
1195
Intrua Financial
Texas
$642K -$197K -1,688 -23%
WCM
1196
Washburn Capital Management
Florida
$641K -$22.9K -196 -3%
DWM
1197
Destination Wealth Management
California
$640K +$150K +1,283 +31%
FA
1198
Financial Advisors
Massachusetts
$639K
IC
1199
Iconiq Capital
California
$637K +$124K +1,060 +24%
LCM
1200
Lazari Capital Management
California
$636K