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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 %
SAM
1801
Sherman Asset Management
California
$136K -$933 -8 -0.7%
BWL
1802
Bogart Wealth LLC
Virginia
$136K +$6.3K +54 +5%
PAG
1803
Paladin Advisory Group
Iowa
$135K – – –
RS
1804
Rakuten Securities
Japan
$132K -$169K -1,450 -56%
SIS
1805
Sound Income Strategies
Florida
$130K +$5.02K +43 +4%
WA
1806
Whipplewood Advisors
Colorado
$130K +$129K +280,889 +24,340%
GPI
1807
General Partner Inc
Pennsylvania
$129K – – –
MEG
1808
Millstone Evans Group
Colorado
$126K – – –
FMII
1809
Farmers & Merchants Investments Inc
Nebraska
$126K +$22.8K +195 +22%
CT
1810
Clearstead Trust
Maine
$126K -$14.2K -122 -10%
TIM
1811
Thompson Investment Management
Wisconsin
$125K +$233 +2 +0.2%
PA
1812
PSI Advisors
Florida
$125K – – –
CWC
1813
Carolinas Wealth Consulting
North Carolina
$124K +$1.05K +9 +0.9%
CAM
1814
Creekmur Asset Management
Illinois
$120K – – –
SWA
1815
SOA Wealth Advisors
New York
$119K +$117 +1 +0.1%
AWM
1816
Accredited Wealth Management
Kentucky
$118K – – –
1M
1817
1248 Management
Missouri
$118K +$118K +1,009 New
DCBT
1818
Dakota Community Bank & Trust
North Dakota
$117K +$5.25K +45 +5%
CB
1819
Centennial Bank
Arkansas
$117K – – –
FFWM
1820
Future Financial Wealth Management
Ohio
$117K – – –
CNBTD
1821
Citizens National Bank Trust Department
Mississippi
$117K – – –
MMG
1822
Monetary Management Group
Missouri
$117K – – –
SVCP
1823
Silicon Valley Capital Partners
California
$116K +$95K +824 +450%
BGC
1824
Beutel, Goodman & Co
Ontario, Canada
$116K +$116K +1,000 New
CSC
1825
Caldwell Sutter Capital
California
$114K -$8.05K -69 -7%
71 72
73
74 75