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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 %
AWM
1376
Aprio Wealth Management
Georgia
$437K -$29.2K -250 -6%
CSPIA
1377
Cary Street Partners Investment Advisory
Virginia
$436K +$24.3K +208 +6%
IWA
1378
Inspirion Wealth Advisors
Illinois
$436K +$436K +3,738 New
ISFAN
1379
Investor's Fiduciary Advisor Network
Washington
$436K -$122K -1,051 -22%
FFG
1380
Frisch Financial Group
New York
$436K +$5.6K +48 +1%
AIM
1381
Advyzon Investment Management
Illinois
$430K -$59.5K -510 -12%
JWM
1382
JGP Wealth Management
Oregon
$430K +$33.8K +290 +9%
VFA
1383
Voya Financial Advisors
Connecticut
$430K -$43K -373 -9%
CWM
1384
Centric Wealth Management
Illinois
$429K – – –
JSW
1385
Journey Strategic Wealth
New Jersey
$427K +$39K +334 +10%
PWPS
1386
Pinnacle Wealth Planning Services
Ohio
$427K +$23.3K +200 +6%
WSCM
1387
Wellington Shields Capital Management
New York
$427K – – –
WIS
1388
Wright Investors Service
Connecticut
$427K -$42.4K -363 -9%
RPSA
1389
Richard P. Slaughter Associates
Texas
$425K -$2.1M -18,026 -83%
FFBTD
1390
First Financial Bank - Trust Division
Ohio
$425K +$13.4K +115 +3%
OFW
1391
Omnia Family Wealth
Florida
$423K +$56.4K +483 +15%
TIA
1392
Tiemann Investment Advisors
California
$422K -$23.3K -200 -5%
TW
1393
TritonPoint Wealth
Maryland
$422K +$25.6K +219 +6%
WAG
1394
Wallace Advisory Group
California
$422K +$3.39K +27 +0.8%
MCM
1395
Manchester Capital Management
Vermont
$421K +$22.4K +192 +6%
WAM
1396
Weiss Asset Management
Massachusetts
$418K -$28.1M -240,463 -99%
VCM
1397
Versant Capital Management
Arizona
$418K +$153K +1,313 +58%
RIA
1398
Richwood Investment Advisors
Ohio
$417K -$20.6K -177 -5%
WPA
1399
Wealth Preservation Advisors
Tennessee
$417K +$417K +3,574 New
AWG
1400
Altus Wealth Group
Colorado
$412K +$6.3K +54 +2%
54 55
56
57 58