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Morgan Stanley

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFWA
1426
Paces Ferry Wealth Advisors
Georgia
$387K -$4.43K -38 -1%
ZF
1427
Zhang Financial
Michigan
$386K -$34.1K -292 -8%
CWM
1428
Castle Wealth Management
Florida
$385K -$32.8K -281 -8%
PCA
1429
Pallas Capital Advisors
Massachusetts
$385K +$31.7K +272 +9%
ESB
1430
Essex Savings Bank
Connecticut
$384K -$11.7K -100 -3%
Hotchkis & Wiley Capital Management
1431
Hotchkis & Wiley Capital Management
California
$384K -$32.7K -280 -8%
SL
1432
Sentinus LLC
Illinois
$383K +$27.7K +237 +8%
CPBTD
1433
Central Pacific Bank - Trust Division
Hawaii
$382K -$1.23M -10,584 -76%
OL
1434
OneFund LLC
Florida
$381K -$4.32K -37 -1%
PWM
1435
Proathlete Wealth Management
Florida
$380K +$1.4K +12 +0.4%
SIA
1436
Soltis Investment Advisors
Utah
$380K +$2.1K +18 +0.6%
GFA
1437
Gallagher Fiduciary Advisors
Illinois
$379K +$8.28K +71 +2%
ANBT
1438
American National Bank & Trust
Texas
$378K +$50.5K +433 +15%
GPA
1439
Guerra Pan Advisors
New Jersey
$378K
FFA
1440
Founders Financial Alliance
North Carolina
$378K +$157K +1,349 +71%
EFM
1441
E Fund Management
China
$377K +$18.6K +159 +5%
AGWCA
1442
Annis Gardner Whiting Capital Advisors
Florida
$376K -$12K -103 -3%
AAS
1443
Ameritas Advisory Services
Nebraska
$375K +$19.3K +160 +5%
AFA
1444
AA Financial Advisors
Ohio
$375K
AA
1445
Advisory Alpha
Michigan
$374K +$73.7K +632 +25%
MAC
1446
Mason & Associates (California)
California
$374K +$2.92K +25 +0.8%
PWP
1447
Perfromance Wealth Partners
Illinois
$373K +$23K +197 +7%
DE
1448
Diversified Enterprises
Delaware
$373K +$28.3K +243 +8%
SBIA
1449
Sheaff Brock Investment Advisors
Indiana
$371K -$13.9K -119 -4%
APP
1450
Avantax Planning Partners
Iowa
$371K -$6.18K -53 -2%