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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 %
CPC
1451
Congress Park Capital
New York
$370K -$17.5K -150 -5%
PCG
1452
Prosperity Consulting Group
Maryland
$369K +$17.7K +152 +5%
WA1
1453
Wimmer Associates 1
California
$368K -$23.3K -180 -6%
EIP
1454
Easterly Investment Partners
Massachusetts
$368K – – –
MPWS
1455
McCarter Private Wealth Services
Massachusetts
$367K +$71.4K +612 +24%
KWM
1456
Kingsman Wealth Management
Florida
$365K +$365K +3,131 New
KFI
1457
Key Financial Inc
Pennsylvania
$365K +$233 +2 +0.1%
HFS
1458
Howard Financial Services
Texas
$365K -$9.22K -79 -2%
LMKC
1459
L.M. Kohn & Company
Ohio
$364K -$9.45K -81 -3%
WA
1460
Waddell & Associates
Tennessee
$364K +$583 +5 +0.2%
OAM
1461
Ostrum Asset Management
France
$364K -$9.68K -83 -3%
SFC
1462
Strategic Financial Concepts
Texas
$363K -$175K -1,498 -32%
BFC
1463
Bedel Financial Consulting
Indiana
$362K +$118 +1 +0%
SSG
1464
Summit Securities Group
New York
$362K +$187K +1,600 +107%
LMIM
1465
Lockheed Martin Investment Management
Maryland
$362K +$362K +3,100 New
ABC
1466
Associated Banc-Corp
Wisconsin
$361K +$27.8K +238 +8%
CC
1467
Callan Capital
California
$361K +$104K +894 +41%
PA
1468
PFG Advisors
Arizona
$360K +$67.9K +582 +23%
OWA
1469
One Wealth Advisors
California
$360K +$3.5K +30 +1%
HGA
1470
Hobbs Group Advisors
South Carolina
$359K +$700 +6 +0.2%
KA
1471
Klingman & Associates
New York
$359K +$18.9K +162 +6%
DSC
1472
Duncker Streett & Co
Missouri
$358K – – –
FC
1473
Fulcrum Capital
Washington
$358K +$16.9K +145 +5%
KCM
1474
Kathmere Capital Management
Pennsylvania
$358K +$32.9K +282 +10%
SWA
1475
Sax Wealth Advisors
New Jersey
$357K +$44.1K +378 +14%
57 58
59
60 61