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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 %
OAJ
1851
Ogorek Anthony Joseph
New York
$88K +$24.7K +214 +39%
PMFA
1852
Plante Moran Financial Advisors
Michigan
$87.9K +$14.9K +128 +20%
CW
1853
Cooksen Wealth
Texas
$85K +$85K +903 New
GWP
1854
Gen-Wealth Partners
Michigan
$84K – – –
SO
1855
Sierra Ocean
California
$83.8K +$24.3K +208 +41%
WSC
1856
Wellington Shields & Co
New York
$83K +$35.2K +302 +74%
WF
1857
Wayfinding Financial
Washington
$79K +$79K +684 New
JWA
1858
JFS Wealth Advisors
Pennsylvania
$79K -$117 -1 -0.1%
KA
1859
Kozak & Associates
Colorado
$78.3K +$437 +4 +0.6%
HIMS
1860
Hager Investment Management Services
New Hampshire
$77.1K -$1.05K -9 -1%
EPAM
1861
Evelyn Partners Asset Management
$76.2K +$76.2K +46,042 New
USB
1862
Union Savings Bank
Connecticut
$75.7K – – –
MAM
1863
Meeder Asset Management
Ohio
$74.8K +$38.6K +331 +107%
OCM
1864
Osterweis Capital Management
California
$70.2K +$1.75K +15 +3%
BIA
1865
Bell Investment Advisors
California
$70.1K – – –
GLF
1866
Groupe la Francaise
France
$68.3K +$68.3K +574 New
RCA
1867
Runnymede Capital Advisors
Ohio
$68.3K – – –
HCM
1868
Horrell Capital Management
Arkansas
$68K – – –
FFO
1869
Fortitude Family Office
Arizona
$67.2K -$11.1K -95 -14%
MIA
1870
MeadowBrook Investment Advisors
Michigan
$67.1K – – –
SFA
1871
Semmax Financial Advisors
North Carolina
$66.7K – – –
FUBT
1872
First United Bank & Trust
Maryland
$66.3K – – –
IUHSA
1873
Itau Unibanco Holding S.A.
Brazil
$66K -$34.9K -298 -35%
RFS
1874
Richardson Financial Services
Massachusetts
$65.8K +$11.6K +99 +21%
BL
1875
BFSG LLC
California
$65.3K – – –
73 74
75
76 77