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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 %
AWM
1601
Ariadne Wealth Management
California
$271K -$45.7K -372 -14%
PWM
1602
Pines Wealth Management
North Carolina
$271K -$51.7K -515 -16%
ET
1603
Equitable Trust
Tennessee
$271K -$33.5K -287 -11%
IPW
1604
Intergy Private Wealth
Colorado
$270K -$13.7K -117 -5%
PWA
1605
Prairie Wealth Advisors
Nebraska
$268K – – –
AWA
1606
Alta Wealth Advisors
Massachusetts
$268K +$26.4K +226 +11%
1IA
1607
1834 Investment Advisors
Wisconsin
$268K -$213K -1,829 -44%
TLFA
1608
True Link Financial Advisors
California
$268K +$268K +2,294 New
MIC
1609
Means Investment Company
Maine
$267K -$3.62K -31 -1%
FFA
1610
Florida Financial Advisors
Florida
$267K +$49.8K +428 +23%
SH
1611
SLT Holdings
Arizona
$266K – – –
CBT
1612
Central Bank & Trust
Kentucky
$264K -$8.87K -76 -3%
VC
1613
Veracity Capital
Georgia
$264K -$50.9K -436 -16%
WCM
1614
Wedge Capital Management
North Carolina
$264K +$33.1K +284 +14%
FA
1615
FDx Advisors
Illinois
$262K -$38.7K -332 -13%
MA
1616
MJP Associates
Connecticut
$262K +$2.68K +23 +1%
GPW
1617
Genesis Private Wealth
Virginia
$261K -$46.8K -401 -15%
CM
1618
Capula Management
Cayman Islands
$260K +$187K +1,605 +256%
MHC
1619
May Hill Capital
Massachusetts
$260K +$2.22K +19 +0.9%
HWM
1620
Hemington Wealth Management
Virginia
$259K +$9.1K +78 +4%
LGG
1621
Luts & Greenleigh Group
Maryland
$258K +$3.03K +26 +1%
JCM
1622
Jacobsen Capital Management
Utah
$258K +$10.5K +90 +4%
MPW
1623
Monterey Private Wealth
California
$257K – – –
MHWM
1624
Montz Harcus Wealth Management
Louisiana
$257K -$933 -8 -0.4%
GIM
1625
Groesbeck Investment Management
New Jersey
$257K – – –
63 64
65
66 67