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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 %
BOPW
1526
Brandywine Oak Private Wealth
Pennsylvania
$316K – – –
BCM
1527
Bluefin Capital Management
New York
$315K +$315K +2,700 New
FMTC
1528
Farmers & Merchants Trust Company
California
$315K +$2.1K +18 +0.7%
TWM
1529
Tanager Wealth Management
United Kingdom
$314K +$27K +231 +9%
AFC
1530
AFT Forsyth & Company
Florida
$313K – – –
OFS
1531
Orrstown Financial Services
Pennsylvania
$313K -$91.7K -786 -23%
LA
1532
Lane & Associates
New Jersey
$313K -$24.4K -209 -7%
SIA
1533
SGL Investment Advisors
Montana
$310K +$72K +591 +30%
NW
1534
Naviter Wealth
Arkansas
$309K +$9K +78 +3%
SIC
1535
Samalin Investment Counsel
New York
$309K -$124K -1,061 -29%
NG
1536
Novem Group
New York
$309K +$74.7K +640 +32%
APW
1537
Austin Private Wealth
Texas
$308K +$9.22K +79 +3%
BWG
1538
Berry Wealth Group
Texas
$307K +$90.1K +772 +42%
CPCM
1539
Cardinal Point Capital Management
Ontario, Canada
$307K -$8.05K -69 -3%
KFS
1540
Kaizen Financial Strategies
California
$305K +$10K +86 +3%
CF
1541
Claris Financial
Virginia
$305K – – –
AWS
1542
Aspen Wealth Strategies
Colorado
$304K – – –
SSB
1543
Sandy Spring Bank
Maryland
$303K -$9.68K -83 -3%
BFA
1544
Bragg Financial Advisors
North Carolina
$303K +$233 +2 +0.1%
HWMG
1545
Hurlow Wealth Management Group
Indiana
$303K – – –
FCM
1546
Fourpath Capital Management
Oklahoma
$301K -$95.8K -821 -24%
AA
1547
Argent Advisors
Louisiana
$300K +$42.6K +365 +17%
SCP
1548
Sivia Capital Partners
California
$300K -$20.3K -174 -6%
MPM
1549
MBB Public Markets
Illinois
$300K +$300K +2,572 New
S
1550
Sunpointe
Missouri
$300K -$25.2K -216 -8%
60 61
62
63 64