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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 %
CB
1651
Cadence Bank
Mississippi
$245K +$19K +163 +8%
IGGA
1652
Iron Gate Global Advisors
Utah
$245K +$583 +5 +0.2%
SWM
1653
Silverlake Wealth Management
Vermont
$244K +$7.7K +66 +3%
GEA
1654
Glen Eagle Advisors
New Jersey
$244K -$1.28K -11 -0.5%
FBFS
1655
First Business Financial Services
Wisconsin
$243K +$37.6K +322 +18%
AP
1656
Adero Partners
California
$243K +$15.3K +131 +7%
BWAM
1657
Boyd Watterson Asset Management
Ohio
$243K -$350 -3 -0.1%
BCM
1658
Brown Capital Management
Maryland
$241K -$131K -1,121 -35%
IP
1659
Investment Partners
Ohio
$241K +$350 +3 +0.1%
SW
1660
SMART Wealth
Nebraska
$241K +$241K +2,062 New
SWIM
1661
Smallwood Wealth Investment Management
New Jersey
$240K -$117 -1 -0%
NSAM
1662
North Star Asset Management
Wisconsin
$240K -$2.33K -20 -1%
KFA
1663
Krane Funds Advisors
New York
$240K +$21.6K +185 +10%
EFG
1664
Ethos Financial Group
Pennsylvania
$239K – – –
LC
1665
LCNB Corp
Ohio
$239K – – –
FM
1666
Family Management
New York
$239K +$11.7K +100 +5%
GWANC
1667
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K -$1.98K -17 -0.8%
BWM
1668
BKM Wealth Management
Wisconsin
$238K -$117 -1 -0%
LWIC
1669
Leith Wheeler Investment Counsel
British Columbia, Canada
$238K +$238K +2,036 New
LFP
1670
Leeward Financial Partners
Washington
$237K +$237K +2,029 New
MAG
1671
Mayfair Advisory Group
Alabama
$236K -$24.9K -213 -10%
BMCM
1672
Bryn Mawr Capital Management
Pennsylvania
$235K +$16.7K +143 +8%
CPRC
1673
Consolidated Portfolio Review Corp
New York
$235K +$235K +2,014 New
BWA
1674
Bordeaux Wealth Advisors
California
$235K -$12.3K -105 -5%
DMBA
1675
Deseret Mutual Benefit Administrators
Utah
$234K -$19.6K -168 -8%
65 66
67
68 69