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 %
VFG
1576
Victory Financial Group
Texas
$286K +$286K +2,458 New
ONST
1577
Old North State Trust
North Carolina
$286K – – –
AMBIA
1578
Allen Mooney & Barnes Investment Advisors
Georgia
$286K -$12.5K -107 -4%
RWA
1579
River Wealth Advisors
Pennsylvania
$285K -$4.55K -39 -2%
PRI
1580
Prepared Retirement Institute
Pennsylvania
$285K +$350 +3 +0.1%
S
1581
Sachetta
Massachusetts
$284K -$3.27K -28 -1%
BTW
1582
Boston Trust Walden
Massachusetts
$283K – – –
BWP
1583
BlueStem Wealth Partners
Minnesota
$282K +$7.82K +67 +3%
TA
1584
TFB Advisors
Kansas
$281K -$10.8K -93 -4%
EA
1585
Ellsworth Advisors
Ohio
$281K -$4.55K -39 -2%
FCM
1586
Firestone Capital Management
Florida
$280K +$350 +3 +0.1%
CA
1587
Cornerstone Advisory
Maryland
$280K +$46.9K +396 +20%
DWG
1588
Darden Wealth Group
Michigan
$280K – – –
AI
1589
Accredited Investors
Minnesota
$279K +$2.22K +19 +0.8%
WCWM
1590
Willow Creek Wealth Management
California
$278K -$26.8K -230 -9%
GCM
1591
Goldstream Capital Management
Hong Kong
$277K – – –
NHT
1592
New Hampshire Trust
New Hampshire
$276K +$20.3K +174 +8%
OWP
1593
Obermeyer Wealth Partners
Colorado
$276K +$29.5K +253 +12%
GSIS
1594
Global Strategic Investment Solutions
Arizona
$275K – – –
MWPCG
1595
Measured Wealth Private Client Group
New Hampshire
$275K -$214K -1,832 -44%
VST
1596
Van Strum & Towne
California
$273K +$273K +2,340 New
PWA
1597
Primoris Wealth Advisors
Florida
$272K +$3.5K +30 +1%
RA
1598
Rockingstone Advisors
Massachusetts
$272K +$72.3K +620 +36%
OFG
1599
OmniStar Financial Group
North Carolina
$272K -$1.5M -12,795 -85%
NDSI
1600
Newman Dignan & Sheerar Inc
Rhode Island
$272K – – –
62 63
64
65 66