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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 %
IPAM
1676
Investment Partners Asset Management
New Jersey
$233K -$1.52K -13 -0.6%
MIM
1677
Merrion Investment Management
New Jersey
$233K – – –
IFA
1678
Interactive Financial Advisors
Illinois
$233K – – –
SAM
1679
Shell Asset Management
Netherlands
$233K -$35.1K -301 -13%
KOC
1680
Koss-Olinger Consulting
Florida
$233K +$233K +1,997 New
MWM
1681
Modern Wealth Management
Kansas
$233K +$19K +163 +9%
AIP
1682
Alexis Investment Partners
Texas
$233K -$143K -1,222 -38%
OPCM
1683
Osborne Partners Capital Management
California
$232K – – –
KWMG
1684
King Wealth Management Group
Florida
$232K +$25.5K +219 +12%
CS
1685
Capital Square
Tennessee
$232K -$12.8K -110 -5%
TA
1686
TruWealth Advisors
Louisiana
$232K +$233 +2 +0.1%
BHIA
1687
Birch Hill Investment Advisors
Massachusetts
$230K -$11.7K -100 -5%
MCP
1688
Mirador Capital Partners
California
$230K +$6.18K +53 +3%
KBFS
1689
Kohmann Bosshard Financial Services
Ohio
$230K -$1.75K -15 -0.8%
BBPWM
1690
Blue Bell Private Wealth Management
Pennsylvania
$229K +$1.17K +10 +0.5%
CWMK
1691
Caliber Wealth Management (Kansas)
Kansas
$228K +$228K +1,955 New
NSB
1692
Norway Savings Bank
Maine
$228K -$7.58K -65 -3%
NPA
1693
Nichols & Pratt Advisers
Massachusetts
$227K – – –
BFA
1694
Beacon Financial Advisory
Ohio
$227K +$28.2K +242 +14%
SFB
1695
STAR Financial Bank
Indiana
$226K -$20.4K -175 -8%
CFG
1696
Clayton Financial Group
Missouri
$226K – – –
VNA
1697
Valley National Advisers
Pennsylvania
$225K +$22.8K +196 +11%
KCM
1698
Kanawha Capital Management
Virginia
$225K +$1.4K +12 +0.6%
BI
1699
Binnacle Investments
Iowa
$224K +$224K +1,921 New
UCB
1700
United Community Bank
South Carolina
$223K +$9.92K +85 +5%
66 67
68
69 70