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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 %
HBW
1776
Hazlett, Burt & Watson
West Virginia
$187K +$23.5K +201 +14%
GPFA
1777
Game Plan Financial Advisors
Ohio
$187K – – –
RA
1778
Ransom Advisory
Rhode Island
$186K +$186K +1,594 New
Twin Tree Management
1779
Twin Tree Management
Texas
$185K -$18.1M -154,993 -99%
PSB
1780
Piscataqua Savings Bank
New Hampshire
$184K +$9.33K +80 +5%
TFM
1781
TFC Financial Management
Massachusetts
$181K +$141K +1,209 +351%
BGAI
1782
Bruce G. Allen Investments
Colorado
$180K -$18.8K -161 -9%
BLC
1783
Brown, Lisle/Cummings
Rhode Island
$179K +$3.5K +30 +2%
PWAM
1784
Private Wealth Asset Management
Iowa
$178K +$178K +1,528 New
JEST
1785
JTC Employer Solutions Trustee
Jersey
$175K – – –
CT
1786
Colonial Trust
South Carolina
$168K +$56.9K +488 +51%
EI
1787
eCIO Inc
Wisconsin
$168K +$168K +1,438 New
TFIPS
1788
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K +$40.8K +350 +32%
RMC
1789
Resources Management Corp
Connecticut
$165K +$23.3K +200 +16%
ITIM
1790
Indiana Trust & Investment Management
Indiana
$163K – – –
LAMC
1791
Longview Asset Management (California)
California
$161K – – –
SCM
1792
Silvant Capital Management
Georgia
$158K – – –
GFPC
1793
Global Financial Private Client
Florida
$156K +$4.55K +39 +3%
GWSG
1794
GPS Wealth Strategies Group
Colorado
$156K +$14.1K +121 +10%
HCMG
1795
Howard Capital Management Group
California
$154K – – –
ABWM
1796
Alpine Bank Wealth Management
Colorado
$147K +$147K +1,260 New
SOS
1797
Silver Oak Securities
Tennessee
$143K +$231 +2 +0.2%
RFM
1798
Royal Fund Management
Florida
$141K -$12K -103 -8%
WPA
1799
West Paces Advisors
Georgia
$141K – – –
CWM
1800
Compass Wealth Management
Connecticut
$138K – – –
70 71
72
73 74