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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 %
RC
1301
Roundview Capital
New Jersey
$506K +$16K +137 +3%
CJL
1302
Cyrus J. Lawrence
New York
$505K -$7.74M -66,368 -94%
CW
1303
Code Waechter
Florida
$505K +$141K +1,207 +39%
WB
1304
Webster Bank
Connecticut
$504K – – –
IIA
1305
IPG Investment Advisors
California
$502K -$8.75K -75 -2%
WTC
1306
WhitTier Trust Company
Nevada
$499K +$165K +1,410 +49%
KIA
1307
Knollwood Investment Advisory
Maryland
$497K – – –
BCA
1308
Bay Capital Advisors
Virginia
$497K -$18.2K -156 -4%
TWM
1309
Topsail Wealth Management
North Carolina
$497K +$26.6K +228 +6%
AA
1310
Apriem Advisors
California
$495K -$15.3K -131 -3%
SM
1311
Salzhauer Michael
$493K – – –
MA
1312
MCF Advisors
Kentucky
$492K -$6.18K -53 -1%
KF
1313
KKM Financial
Illinois
$492K -$6.54K -55 -1%
ACM
1314
Ashford Capital Management
Delaware
$491K +$491K +4,210 New
3IP
1315
3Chopt Investment Partners
Virginia
$491K +$491K +4,209 New
HI
1316
Humankind Investments
New York
$491K +$12.4K +106 +3%
IQI
1317
Integrated Quantitative Investments
Washington
$490K +$490K +4,200 New
HI
1318
Hudock Inc
Pennsylvania
$489K -$9.45K -81 -2%
MHR
1319
Matthew Hamilton Rosenberg
$487K +$24.4K +209 +5%
PFT
1320
Providence First Trust
Arizona
$486K -$13.9K -119 -3%
BAAM
1321
Baker Avenue Asset Management
California
$485K +$115K +985 +31%
FCG
1322
Fielder Capital Group
Tennessee
$485K -$186K -1,591 -28%
AWAP
1323
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$482K – – –
HIC
1324
Holderness Investments Company
North Carolina
$482K -$3.97K -34 -0.8%
VA
1325
Valmark Advisers
Ohio
$481K +$23K +197 +5%
51 52
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