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 %
LIG
1551
Lokken Investment Group
Delaware
$300K -$52K -446 -15%
DO
1552
denkapparat Operations
Germany
$299K -$190K -1,628 -39%
BOM
1553
Bank of Marin
California
$297K -$583 -5 -0.2%
IWA
1554
IVC Wealth Advisors
Pennsylvania
$296K – – –
M
1555
MOTCO
Texas
$295K +$51.9K +445 +21%
NRS
1556
Neville Rodie & Shaw
New York
$295K – – –
FZCM
1557
Flynn Zito Capital Management
New York
$295K -$350 -3 -0.1%
MAM
1558
McLean Asset Management
Virginia
$294K +$3.51K +35 +1%
DAM
1559
Doheny Asset Management
California
$294K – – –
FFA
1560
Fi3 Financial Advisors
Indiana
$294K +$4.32K +37 +1%
BTWM
1561
Baker Tilly Wealth Management
Wisconsin
$294K -$2.57K -22 -0.9%
FSA
1562
Financial Security Advisor
Virginia
$293K -$467 -4 -0.2%
PFA
1563
Pure Financial Advisors
California
$292K +$59.6K +511 +26%
TWM
1564
Thrive Wealth Management
Pennsylvania
$292K -$31.5K -270 -10%
VI
1565
Versor Investments
New York
$292K -$70K -600 -19%
HWM
1566
Horizon Wealth Management
Illinois
$291K +$11K +94 +4%
AF
1567
Apexium Financial
Texas
$291K -$8.28K -71 -3%
EFSCE
1568
Enterprise Financial Services Corp (EFSC)
Missouri
$290K -$21.8K -187 -7%
SC
1569
Sepio Capital
Utah
$290K -$2.92K -25 -1%
PWP
1570
Phillips Wealth Planners
Mississippi
$290K -$64.8K -599 -18%
UF
1571
Univest Financial
Pennsylvania
$288K +$233 +2 +0.1%
BFA
1572
Beaumont Financial Advisors
Massachusetts
$288K +$35.7K +306 +14%
BCP
1573
Berkeley Capital Partners
Georgia
$288K -$45.5K -390 -14%
CCFM
1574
Clear Creek Financial Management
Washington
$288K +$36.3K +311 +14%
CP
1575
Castleview Partners
Texas
$288K -$12.3K -105 -4%
61 62
63
64 65