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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 %
BWP
1201
Barlow Wealth Partners
Kentucky
$634K +$9.51K +82 +2%
HWA
1202
Heritage Wealth Advisors
Virginia
$633K -$700 -6 -0.1%
CP
1203
Canopy Partners
Ohio
$633K +$1.98K +17 +0.3%
FDCP
1204
Foster Dykema Cabot & Partners
Massachusetts
$632K -$5.02K -43 -0.8%
MC
1205
Machina Capital
France
$630K +$630K +5,403 New
AIA
1206
Arbor Investment Advisors
North Carolina
$629K -$3.27K -28 -0.5%
RCM
1207
Raleigh Capital Management
North Carolina
$629K -$146K -1,251 -19%
PFGIA
1208
Patriot Financial Group Insurance Agency
Massachusetts
$625K +$1.28K +11 +0.2%
DWP
1209
Daymark Wealth Partners
Ohio
$624K +$94.6K +811 +18%
RSWM
1210
Robertson Stephens Wealth Management
California
$623K -$48.4K -415 -7%
AF
1211
Advisornet Financial
Minnesota
$623K +$65.8K +564 +12%
ATC
1212
Adirondack Trust Company
New York
$620K -$12.4K -106 -2%
BWP
1213
BSW Wealth Partners
Colorado
$619K -$150K -1,285 -19%
MSFS
1214
Main Street Financial Solutions
Pennsylvania
$619K -$204K -1,750 -25%
EFS
1215
Essex Financial Services
Connecticut
$618K -$57.8K -495 -9%
CFG
1216
Copley Financial Group
California
$614K -$5.6K -48 -0.9%
FSA
1217
Fort Sheridan Advisors
Illinois
$613K +$13.3K +114 +2%
1832 Asset Management
1218
1832 Asset Management
Ontario, Canada
$612K -$18.9K -162 -3%
LCGC
1219
Legacy Capital Group California
California
$612K -$6.77K -58 -1%
NFA
1220
Northern Financial Advisors
Michigan
$611K -$11.9K -102 -2%
GS
1221
GWN Securities
Florida
$610K +$373K +2,902 +157%
IWM
1222
Integris Wealth Management
California
$610K – – –
HCP
1223
Hexagon Capital Partners
Arkansas
$609K +$19.8K +170 +3%
LAM
1224
L2 Asset Management
Massachusetts
$607K +$52.5K +450 +9%
BSHC
1225
Breed's Hill Capital
Massachusetts
$606K -$5.02K -43 -0.8%
47 48
49
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