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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 %
FNB
1401
Farmers National Bank
Kentucky
$411K -$1.63K -14 -0.4%
RW
1402
RVW Wealth
California
$406K +$406K +3,479 New
WFI
1403
West Family Investments
California
$406K +$61.7K +529 +18%
AFG
1404
Allegheny Financial Group
Pennsylvania
$406K +$82.5K +707 +26%
SIM
1405
Sentry Investment Management
Wisconsin
$404K -$121K -1,197 -23%
CVM
1406
Cheviot Value Management
California
$404K +$404K +3,375 New
BAM
1407
Belpointe Asset Management
Nevada
$403K -$468K -4,012 -54%
JAG
1408
Journey Advisory Group
Kentucky
$403K -$7.23K -62 -2%
TWM
1409
Trueblood Wealth Management
Ohio
$403K +$43.9K +376 +12%
NL
1410
NWAM LLC
Washington
$402K -$14.2K -122 -3%
TSMHT
1411
Thurston Springer Miller Herd & Titak
Indiana
$401K +$128K +1,096 +47%
TPA
1412
Trivium Point Advisory
Connecticut
$400K +$98.7K +846 +33%
DIA
1413
Davidson Investment Advisors
Montana
$400K – – –
CBOR
1414
Community Bank of Raymore
Missouri
$399K – – –
Cohen & Steers
1415
Cohen & Steers
New York
$397K +$46.1K +395 +13%
SC
1416
Sapient Capital
Indiana
$396K -$47.7K -409 -11%
WPW
1417
Waldron Private Wealth
Pennsylvania
$396K -$499K -4,279 -56%
AL
1418
Aspiriant LLC
California
$393K +$47.2K +405 +14%
CBA
1419
Coastal Bridge Advisors
Connecticut
$391K +$391K +3,355 New
HAS
1420
HBW Advisory Services
California
$391K +$102K +878 +36%
CIC
1421
Crawford Investment Counsel
Georgia
$390K +$7.35K +63 +2%
QFA
1422
Quantum Financial Advisors
California
$390K – – –
VHAM
1423
Van Hulzen Asset Management
California
$390K -$12.7K -109 -3%
FFN
1424
Focus Financial Network
Minnesota
$389K +$14.9K +128 +4%
XC
1425
XY Capital
Hong Kong
$389K +$249K +2,130 +177%
55 56
57
58 59