MS icon

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 %
OCBCO
1501
Oversea-Chinese Banking Corp (OCBC)
Singapore
$335K +$117K +1,002 +54%
CA
1502
CoreCap Advisors
Michigan
$334K +$43.4K +372 +15%
IIM
1503
Ipswich Investment Management
Massachusetts
$333K – – –
FFO
1504
Fiduciary Family Office
Florida
$332K +$332K +2,846 New
AO
1505
Advisor OS
Illinois
$332K +$18K +154 +6%
AA
1506
Auxano Advisors
Washington
$331K -$18.7K -160 -5%
BBA
1507
BLB&B Advisors
Pennsylvania
$331K +$47.4K +406 +17%
FA
1508
Fiducient Advisors
Illinois
$330K -$8.17K -70 -2%
TWM
1509
TCFG Wealth Management
California
$330K -$6.07K -52 -2%
OC
1510
Oakworth Capital
Alabama
$330K -$151K -1,295 -31%
CM
1511
Cercano Management
Washington
$328K – – –
GSWM
1512
Golden State Wealth Management
California
$326K +$13.4K +115 +4%
WAG
1513
Winthrop Advisory Group
Massachusetts
$325K +$325K +2,789 New
EA
1514
Everpar Advisors
Oklahoma
$325K -$28K -240 -8%
SCI
1515
Silver Coast Investments
United States
$323K +$28.7K +246 +10%
PL
1516
Plancorp LLC
Missouri
$322K +$23.9K +205 +8%
JSC
1517
Jackson Square Capital
California
$320K -$2.22K -19 -0.7%
Bank Julius Baer & Co
1518
Bank Julius Baer & Co
Switzerland
$319K +$18.3K +139 +6%
HFM
1519
Harvest Fund Management
China
$319K -$488K -4,188 -60%
CNB
1520
Camden National Bank
Maine
$319K -$18K -154 -5%
MCWA
1521
Meadow Creek Wealth Advisors
Georgia
$319K +$17.9K +153 +6%
CAIMH
1522
Central Asset Investments & Management Holdings
Hong Kong
$317K -$1.16M -9,900 -78%
BP
1523
Broadleaf Partners
Ohio
$317K – – –
LSA
1524
Lion Street Advisors
Texas
$316K +$2.1K +18 +0.7%
AC
1525
Apella Capital
Connecticut
$316K +$316K +2,830 New
59 60
61
62 63