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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 %
WDG
1626
Wealth Dimensions Group
Ohio
$257K -$7.93K -68 -3%
AW
1627
Alteri Wealth
California
$256K -$27K -231 -10%
MFG
1628
Mosaic Financial Group
Illinois
$256K -$41.8K -358 -14%
SB
1629
Sunflower Bank
Texas
$256K -$2.57K -22 -1%
EW
1630
Elyxium Wealth
California
$255K +$255K +2,187 New
TWM
1631
Tradition Wealth Management
Minnesota
$254K +$32.5K +279 +15%
HIIFS
1632
Harel Insurance Investments & Financial Services
Israel
$254K +$218K +1,870 +601%
WGAM
1633
Wilkinson Global Asset Management
New York
$254K -$70K -600 -22%
ES
1634
Eagle Strategies
New York
$253K -$38.6K -331 -13%
VAG
1635
VisionPoint Advisory Group
Texas
$253K +$253K +2,172 New
BFG
1636
Bouchey Financial Group
New York
$253K -$6.88K -59 -3%
MWM
1637
Maripau Wealth Management
Indiana
$253K +$253K +2,166 New
BSB
1638
Bangor Savings Bank
Maine
$253K -$49.8K -427 -16%
WG
1639
Welch Group
Alabama
$252K -$10.8K -94 -4%
CT
1640
Chicago Trust
Illinois
$252K -$5.13K -44 -2%
WP
1641
WealthShield Partners
North Carolina
$252K +$252K +2,159 New
WPW
1642
Warther Private Wealth
Ohio
$252K +$4.9K +42 +2%
NGA
1643
Naples Global Advisors
Florida
$251K +$48.3K +414 +24%
YDMI
1644
Y.D. More Investments
Israel
$250K +$24.8K +213 +11%
FC
1645
Fairscale Capital
New Hampshire
$250K – – –
GF
1646
Gries Financial
Ohio
$250K -$2.14M -18,354 -90%
MIM
1647
Macroview Investment Management
Maryland
$249K +$2.92K +25 +1%
EHC
1648
Everett Harris & Co
California
$249K – – –
GC
1649
Grimes & Company
Massachusetts
$248K +$47.8K +410 +24%
CAL
1650
Capital Advisors Ltd
Ohio
$247K +$1.98K +17 +0.8%
64 65
66
67 68