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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 %
NQWM
1751
Northwest Quadrant Wealth Management
Oregon
$205K -$14.8K -127 -7%
CAM
1752
Cozad Asset Management
Illinois
$205K -$8.17K -70 -4%
KWM
1753
Keebeck Wealth Management
Illinois
$205K +$11.3K +97 +6%
MWM
1754
Massachusetts Wealth Management
Massachusetts
$204K +$17.5K +150 +9%
GGI
1755
Godsey & Gibb Inc
Virginia
$204K – – –
NC
1756
NBW Capital
Massachusetts
$204K -$24K -206 -11%
TFF
1757
The Family Firm
Maryland
$204K -$31.7K -272 -13%
LAM
1758
Lewis Asset Management
California
$203K -$2.22K -19 -1%
SW
1759
Simplicity Wealth
New Jersey
$203K +$203K +1,740 New
GFA
1760
Grunden Financial Advisory
Texas
$203K – – –
AFA
1761
Antonelli Financial Advisors
Michigan
$203K -$76.1K -652 -27%
HPM
1762
Hoxton Planning & Management
West Virginia
$203K -$27.8K -238 -12%
BO
1763
Bank OZK
Arkansas
$203K – – –
RWP
1764
Revolve Wealth Partners
New Jersey
$203K +$203K +1,736 New
LAM
1765
Lifestyle Asset Management
Texas
$202K +$583 +5 +0.3%
GHA
1766
Granite Harbor Advisors
Texas
$202K +$202K +1,735 New
MWM
1767
Maltin Wealth Management
New Jersey
$202K -$5.95K -51 -3%
SAM
1768
Secure Asset Management
Michigan
$202K +$202K +1,733 New
RA
1769
Rise Advisors
New York
$202K -$1.63K -14 -0.8%
PWP
1770
Precedent Wealth Partners
Texas
$202K -$14.5K -124 -7%
WRPWM
1771
Werba Rubin Papier Wealth Management
California
$201K -$2.68K -23 -1%
TAM
1772
Titleist Asset Management
Texas
$201K -$59.6K -511 -23%
LF
1773
Lantz Financial
Illinois
$201K -$22.9K -196 -10%
AFA
1774
Allium Financial Advisors
Oregon
$200K +$200K +1,718 New
WAM
1775
Weatherly Asset Management
California
$200K -$9.8K -84 -5%
69 70
71
72 73