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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 %
AIP
1726
ARS Investment Partners
New York
$214K – – –
PK
1727
Pflug Koory
Nebraska
$213K – – –
CCG
1728
Cypress Capital Group
Florida
$213K -$361K -3,093 -63%
GA
1729
Goldstein Advisors
Wisconsin
$212K -$17.9K -153 -8%
AHL
1730
Abel Hall LLC
Louisiana
$212K +$212K +1,813 New
PAG
1731
Private Advisory Group
Washington
$211K +$211K +1,811 New
MWAM
1732
Manhattan West Asset Management
California
$211K +$211K +1,807 New
AWM
1733
Accurate Wealth Management
Florida
$211K +$211K +1,924 New
RAM
1734
Riggs Asset Management
Pennsylvania
$211K +$5.83K +50 +3%
RC
1735
Reik & Co
New York
$210K – – –
NCM
1736
Neumann Capital Management
California
$210K – – –
EW
1737
Entruity Wealth
California
$210K – – –
SFG
1738
Sterling Financial Group
California
$209K – – –
JC
1739
JB Capital
Connecticut
$209K +$1.87K +16 +0.9%
RS
1740
R Squared
Hong Kong
$208K +$143K +1,227 +219%
FFA
1741
Fragasso Financial Advisors
Pennsylvania
$208K +$208K +1,786 New
CWM
1742
Centurion Wealth Management
Virginia
$208K – – –
AIA
1743
AssuredPartners Investment Advisors
Florida
$208K -$8.98K -77 -4%
JFGIW
1744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K -$16.6K -142 -7%
ACC
1745
Acorn Creek Capital
Colorado
$207K -$3.15K -27 -2%
WA
1746
WealthTrust Axiom
Pennsylvania
$207K – – –
RWM
1747
RKL Wealth Management
Pennsylvania
$206K +$233 +2 +0.1%
TWP
1748
Tyche Wealth Partners
Texas
$206K -$117 -1 -0.1%
CWA
1749
CM Wealth Advisors
Ohio
$206K – – –
GIM
1750
Goelzer Investment Management
Indiana
$206K +$206K +1,764 New
68 69
70
71 72