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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 %
BCA
1351
Bay Colony Advisors
Massachusetts
$455K -$692 -6 -0.2%
SCM
1352
SOL Capital Management
Maryland
$452K – – –
CHAM
1353
Clear Harbor Asset Management
Connecticut
$452K +$58.3K +500 +15%
JCIA
1354
Jackson Creek Investment Advisors
Colorado
$451K +$11K +94 +2%
AWA
1355
Amplius Wealth Advisors
Pennsylvania
$450K +$933 +8 +0.2%
BONST
1356
Bank of Nova Scotia Trust
Ontario, Canada
$450K -$6.65K -57 -1%
IA
1357
Integrity Alliance
Iowa
$449K +$449K +3,850 New
ARMT
1358
Amica Retiree Medical Trust
Rhode Island
$449K -$405K -3,472 -47%
RWB
1359
RMR Wealth Builders
New Jersey
$448K -$34K -291 -7%
FAT
1360
First American Trust
California
$447K -$160K -1,371 -26%
SWM
1361
Segment Wealth Management
Texas
$446K +$151K +1,292 +51%
CBT
1362
Crews Bank & Trust
Florida
$446K – – –
OC
1363
Opinicus Capital
Florida
$445K +$76.2K +653 +21%
GSWA
1364
Good Steward Wealth Advisors
Tennessee
$444K +$444K +3,808 New
CTC
1365
Cetera Trust Company
Minnesota
$444K – – –
NAG
1366
Northstar Advisory Group
New Jersey
$443K +$443K +3,801 New
MSA
1367
Marino Stram & Associates
Massachusetts
$442K +$117 +1 +0%
MCCA
1368
Mill Creek Capital Advisors
Pennsylvania
$442K +$33.4K +286 +8%
OFO
1369
OneAscent Family Office
Alabama
$442K +$217K +1,856 +96%
BI
1370
Bolthouse Investments
California
$442K – – –
JCM
1371
Jacobi Capital Management
Pennsylvania
$441K +$1.87K +16 +0.4%
SAW
1372
Signal Advisors Wealth
Michigan
$441K +$214K +1,837 +95%
BOH
1373
Bank of Hawaii
Hawaii
$440K -$137K -1,176 -24%
MTIC
1374
Missouri Trust & Investment Company
Missouri
$438K – – –
ARC
1375
Advisor Resource Council
Texas
$437K +$437K +3,896 New
53 54
55
56 57