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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 %
GCP
1251
Garda Capital Partners
Minnesota
$568K +$568K +4,869 New
Fuller & Thaler Asset Management
1252
Fuller & Thaler Asset Management
California
$567K – – –
CCA
1253
Coign Capital Advisors
Utah
$566K -$45.4K -389 -7%
RFA
1254
Register Financial Advisors
Georgia
$565K +$233 +2 +0%
RLIM
1255
Red Lighthouse Investment Management
New York
$565K +$34.6K +367 +7%
JWWM
1256
Johnson & White Wealth Management
Pennsylvania
$565K +$7.46K +64 +1%
BWM
1257
Baron Wealth Management
Michigan
$561K +$30.5K +261 +6%
OIM
1258
Orca Investment Management
Oregon
$560K – – –
HIA
1259
Harbor Investment Advisory
Maryland
$558K +$59.7K +512 +12%
TBT
1260
Texas Bank & Trust
Texas
$558K – – –
EFA
1261
Evernest Financial Advisors
Indiana
$557K -$8.63K -74 -2%
CWM
1262
Connecticut Wealth Management
Connecticut
$554K -$5.48K -47 -1%
DS
1263
DRW Securities
Illinois
$553K -$518K -4,439 -48%
LGA
1264
Lebenthal Global Advisors
New York
$552K +$162K +1,391 +42%
BWG
1265
Beta Wealth Group
California
$552K +$23.6K +202 +4%
PBO
1266
Peoples Bank (Ohio)
Ohio
$548K -$32.1K -275 -6%
DIP
1267
DT Investment Partners
Pennsylvania
$545K – – –
MC
1268
Moors & Cabot
Massachusetts
$544K -$7.12K -61 -1%
FFG
1269
Fortem Financial Group
California
$543K +$55.7K +477 +11%
GCM
1270
Graham Capital Management
Connecticut
$542K +$542K +4,649 New
WH
1271
Willner & Heller
California
$540K +$3.62K +31 +0.7%
ACM
1272
Arcataur Capital Management
Wisconsin
$540K -$44.3K -380 -8%
CHP
1273
Cable Hill Partners
Oregon
$540K +$9.19K +79 +2%
I2I
1274
Insight 2811 Inc
Illinois
$538K -$4.78K -41 -0.9%
AWM
1275
Arista Wealth Management
Nevada
$537K -$25.1K -215 -4%
49 50
51
52 53