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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 %
HWA
1826
HHM Wealth Advisors
Tennessee
$113K +$20.9K +179 +23%
TFGT
1827
TS Financial Group (TSFG)
Illinois
$111K +$41.8K +357 +60%
MSWA
1828
Marshall & Sterling Wealth Advisors
New York
$110K +$46.2K +396 +72%
FFC
1829
First Financial Corp
Indiana
$108K -$29.6K -254 -22%
GG
1830
Gleason Group
Kentucky
$108K +$700 +6 +0.7%
MCM
1831
MV Capital Management
Maryland
$108K +$350 +3 +0.3%
HFM
1832
Hartford Financial Management
Connecticut
$107K +$5.37K +46 +5%
C
1833
Covestor
United Kingdom
$106K -$23.9K -204 -18%
HCM
1834
Hollencrest Capital Management
California
$104K +$233 +2 +0.2%
FLP
1835
Financial Life Planners
Arizona
$103K +$583 +5 +0.6%
WTA
1836
Washington Trust Advisors
Massachusetts
$99.8K -$5.02K -43 -5%
AWM
1837
Atticus Wealth Management
Florida
$99.2K – – –
CMA
1838
Cedar Mountain Advisors
Oregon
$99.1K -$934 -8 -0.9%
RTC
1839
Riverview Trust Company
Washington
$98.1K -$2.45K -21 -2%
CW
1840
Curio Wealth
Maryland
$97.7K -$12.1M -248 -99%
OWP
1841
ORG Wealth Partners
Texas
$96.4K +$93K +803 +2,677%
HDIM
1842
Hanson & Doremus Investment Management
Vermont
$95K – – –
AWM
1843
Activest Wealth Management
Florida
$93.9K +$36.6K +314 +64%
SA
1844
SRH Advisors
Kansas
$93.4K +$583 +5 +0.6%
OIA
1845
Optimum Investment Advisors
Illinois
$93.3K -$58.3K -500 -38%
PCC
1846
Park Circle Company
Maryland
$93.3K – – –
AWM
1847
Ameliora Wealth Management
Switzerland
$92.4K – – –
VWA
1848
VSM Wealth Advisory
Maryland
$91K +$117 +1 +0.1%
CWM
1849
Cranbrook Wealth Management
Michigan
$90.9K +$6.53K +56 +8%
TC
1850
Trust Company
Kansas
$88.1K – – –
72 73
74
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