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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 %
LNB
1276
Ledyard National Bank
$536K +$700 +6 +0.1%
EI
1277
Ellevest Inc
New York
$534K -$17K -146 -3%
FC
1278
Forte Capital
New York
$532K -$14.9K -128 -3%
RIG
1279
Renaissance Investment Group
Massachusetts
$531K – – –
MFWP
1280
Mosaic Family Wealth Partners
Missouri
$530K -$233 -2 -0%
ALAM
1281
Asahi Life Asset Management
Japan
$530K +$247K +2,120 +88%
AGP
1282
Autumn Glory Partners
Texas
$529K -$448K -3,842 -46%
MAM
1283
Morse Asset Management
Connecticut
$528K +$11.7K +100 +2%
ST
1284
Smithfield Trust
Pennsylvania
$527K – – –
Empower Advisory Group
1285
Empower Advisory Group
Colorado
$527K +$67.9K +582 +15%
CB
1286
CNB Bank
Pennsylvania
$526K -$350 -3 -0.1%
TCM
1287
Teza Capital Management
Illinois
$526K -$679K -5,819 -56%
BBWA
1288
Bell & Brown Wealth Advisors
California
$526K +$2.57K +22 +0.5%
UBV
1289
United Bank (Virginia)
Virginia
$525K +$292K +2,500 +125%
PIA
1290
Powell Investment Advisors
Florida
$524K +$3.38K +29 +0.7%
CWM
1291
Cornerstone Wealth Management
Missouri
$524K +$23.8K +204 +5%
FHA
1292
Flagship Harbor Advisors
Massachusetts
$523K +$19.6K +168 +4%
BTD
1293
BankPlus Trust Department
Mississippi
$517K +$27.1K +232 +6%
GWM
1294
Gitterman Wealth Management
New Jersey
$515K +$238K +2,035 +86%
EWA
1295
Exencial Wealth Advisors
Oklahoma
$514K +$14.1K +121 +3%
ICP
1296
Impact Capital Partners
Colorado
$514K -$371K -3,182 -42%
HIM
1297
Hillsdale Investment Management
Ontario, Canada
$513K +$513K +4,400 New
NEWAS
1298
N.E.W. Advisory Services
Wisconsin
$513K +$202K +1,727 +65%
TCM
1299
Tributary Capital Management
Nebraska
$512K -$135K -1,160 -21%
GC
1300
GFG Capital
Florida
$507K -$1.87K -16 -0.4%
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