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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 %
JCM
1326
J2 Capital Management
Michigan
$481K -$3.38K -29 -0.7%
PEA
1327
Park Edge Advisors
Ohio
$480K +$186K +1,596 +63%
CWG
1328
Cornerstone Wealth Group
North Carolina
$478K +$34.7K +297 +8%
CC
1329
Constitution Capital
Connecticut
$478K +$210K +1,800 +78%
PNC
1330
Park National Corp
Ohio
$477K -$117 -1 -0%
RP
1331
Riverwater Partners
Wisconsin
$476K +$19.7K +169 +4%
DJSG
1332
D.J. St. Germain
Massachusetts
$475K +$29.6K +254 +7%
SMWM
1333
Silvia McColl Wealth Management
California
$475K -$56.9K -488 -11%
XSC
1334
X-Square Capital
Puerto Rico
$474K +$117 +1 +0%
JWM
1335
Jackson Wealth Management
Florida
$474K +$474K +4,060 New
SFP
1336
Shepherd Financial Partners
Massachusetts
$473K +$35.3K +303 +8%
Kayne Anderson Rudnick Investment Management
1337
Kayne Anderson Rudnick Investment Management
California
$473K +$205K +1,754 +76%
CA
1338
Calton & Associates
Florida
$471K -$58.1K -498 -11%
AIM
1339
Allen Investment Management
New York
$471K – – –
CH
1340
Cromwell Holdings
Wyoming
$471K – – –
TC
1341
TFR Capital
Texas
$469K +$469K +4,023 New
SFA
1342
Souders Financial Advisors
Ohio
$469K +$177K +1,520 +61%
FCH
1343
Freestone Capital Holdings
Washington
$468K +$29.8K +255 +7%
OFS
1344
OneAscent Financial Services
Alabama
$466K +$466K +4,024 New
YP
1345
YANKCOM Partnership
South Dakota
$465K +$12.5K +107 +3%
QWP
1346
Quotient Wealth Partners
Texas
$463K +$8.75K +75 +2%
OCM
1347
One Capital Management
California
$460K +$34.4K +295 +8%
BAM
1348
Broyhill Asset Management
North Carolina
$457K +$28.9K +248 +7%
CA
1349
Continuum Advisory
Idaho
$456K +$31.7K +272 +7%
ACG
1350
Allen Capital Group
Nebraska
$456K +$18.2K +156 +4%
52 53
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