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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 %
WE
1226
Wealth Effects
Massachusetts
$604K -$58.3K -500 -9%
VCM
1227
Vivaldi Capital Management
Illinois
$602K +$7.47K +64 +1%
GCM
1228
Gibraltar Capital Management
Oklahoma
$600K -$664K -5,689 -53%
SW
1229
SlateStone Wealth
Florida
$599K -$33.5K -287 -5%
BB
1230
Bell Bank
North Dakota
$599K -$22.6K -194 -4%
RL
1231
Rogco LP
Oklahoma
$598K -$2.92K -25 -0.5%
CCA
1232
Childress Capital Advisors
Texas
$598K +$59.5K +510 +11%
FMWA
1233
Forvis Mazars Wealth Advisors
Missouri
$596K -$117 -1 -0%
GLA
1234
Great Lakes Advisors
Illinois
$596K +$71.1K +609 +14%
CCIA
1235
Campbell & Co Investment Adviser
Maryland
$596K -$76.7K -657 -11%
AIC
1236
Argus Investors Counsel
New York
$595K -$233K -2,000 -28%
NFC
1237
Northeast Financial Consultants
Connecticut
$593K – – –
WIC
1238
Woodmont Investment Counsel
Tennessee
$593K +$350 +3 +0.1%
SFS
1239
Strategic Financial Services
New York
$593K – – –
FCB
1240
First County Bank
Connecticut
$591K -$20.1K -172 -3%
FDS
1241
First Dallas Securities
Texas
$591K – – –
BSTWA
1242
Blake Schutter Theil Wealth Advisors
Ohio
$590K – – –
AA
1243
Addison Advisors
Vermont
$589K +$1.4K +12 +0.2%
CFG
1244
Cooper Financial Group
California
$587K +$147K +1,259 +33%
LC
1245
Lindbrook Capital
California
$586K -$132K -1,134 -18%
DLP
1246
De Lisle Partners
United Kingdom
$583K – – –
AWM
1247
Angeles Wealth Management
California
$579K +$61.1K +524 +12%
PB
1248
Pinnacle Bancorp
Nebraska
$577K -$53.1K -455 -8%
QP
1249
Quilter Plc
United Kingdom
$574K -$545K -4,675 -49%
GCP
1250
GSA Capital Partners
United Kingdom
$571K -$462K -3,961 -45%
48 49
50
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