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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 %
RPCA
1701
Running Point Capital Advisors
California
$223K +$11.8K +101 +6%
SIM
1702
SSI Investment Management
California
$223K -$117 -1 -0.1%
DIP
1703
Davis Investment Partners
North Carolina
$223K +$42.7K +391 +24%
IIC
1704
Integrated Investment Consultants
Michigan
$221K +$3.73K +32 +2%
WMA
1705
Wealth Management Associates
New Jersey
$221K – – –
GAM
1706
Gemmer Asset Management
California
$220K +$220K +1,888 New
GAG
1707
GM Advisory Group
New York
$220K +$14.6K +125 +7%
PHAM
1708
Palisades Hudson Asset Management
Florida
$219K – – –
CC
1709
Chicago Capital
Illinois
$219K -$51.6K -442 -19%
GLLW
1710
Graves Light Lenhart Wealth
Virginia
$219K +$17.7K +152 +9%
LWM
1711
LJI Wealth Management
Indiana
$218K – – –
ACA
1712
Atlas Capital Advisors
Wyoming
$218K – – –
FAM
1713
Flaharty Asset Management
Florida
$218K +$7.58K +65 +4%
BPW
1714
Bingham Private Wealth
California
$218K +$12.4K +106 +6%
GIA
1715
GHP Investment Advisors
Colorado
$218K – – –
WAAG
1716
Wealth Alliance Advisory Group
Kansas
$217K -$11.3K -97 -5%
GIM
1717
Gold Investment Management
Alberta, Canada
$217K – – –
HL
1718
HeadInvest LLC
Maine
$216K – – –
LC
1719
Lavaca Capital
Texas
$216K +$1.4K +12 +0.7%
BF
1720
Brucke Financial
Indiana
$216K +$25.4K +220 +13%
AIM
1721
Athena Investment Management
California
$215K -$2.22K -19 -1%
CWA
1722
Canvas Wealth Advisors
Kansas
$215K +$5.3K +48 +3%
AAG
1723
Armstrong Advisory Group
Massachusetts
$215K – – –
PMG
1724
ProVise Management Group
Florida
$214K +$233 +2 +0.1%
ST
1725
Sabal Trust
Florida
$214K +$16.8K +144 +9%
67 68
69
70 71