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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 %
SAG
1476
SageView Advisory Group
California
$357K -$452K -3,875 -56%
ORC
1477
O'Rourke & Company
Massachusetts
$356K +$1.28K +11 +0.4%
WPC
1478
Waters Parkerson & Co
Louisiana
$356K +$356K +3,050 New
OL
1479
Optas LLC
Texas
$356K -$233 -2 -0.1%
FOA
1480
Five Oceans Advisors
California
$356K +$3.27K +28 +0.9%
MF
1481
Manchester Financial
California
$355K – – –
GD
1482
Grandfield & Dodd
New York
$355K +$467 +4 +0.1%
HI
1483
Harbour Investments
Wisconsin
$354K +$41.3K +354 +13%
WGC
1484
Watts Gwilliam & Co
Arizona
$353K -$5.83K -50 -2%
PWM
1485
Partners Wealth Management
California
$351K – – –
CWM
1486
Circle Wealth Management
New Jersey
$350K – – –
SOAMC
1487
Spirit of America Management Corp
New York
$350K – – –
SWG
1488
Summit Wealth Group
Vermont
$349K +$1.4K +12 +0.4%
NCTC
1489
New Covenant Trust Company
Indiana
$348K -$11.3K -98 -3%
CSB
1490
City State Bank
Iowa
$347K – – –
PPC
1491
Park Place Capital
Alabama
$346K -$33.3K -285 -9%
NWA
1492
Navis Wealth Advisors
New York
$345K – – –
FIB
1493
First Interstate Bank
Montana
$345K -$5.48K -47 -2%
ACI
1494
Alpha Cubed Investments
California
$344K +$344K +2,950 New
AUB
1495
Atlantic Union Bankshares
Virginia
$344K -$933 -8 -0.3%
SMA
1496
Seven Mile Advisory
New Jersey
$344K +$11.2K +96 +3%
BWP
1497
Balboa Wealth Partners
Arizona
$343K -$101K -865 -23%
PFA
1498
Pathway Financial Advisors
Vermont
$342K – – –
KSB
1499
Kennebec Savings Bank
Maine
$339K -$467 -4 -0.1%
LSL
1500
Legacy Solutions LLC
Pennsylvania
$336K +$817 +7 +0.2%
58 59
60
61 62