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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 %
MMCM
1876
Murphy & Mullick Capital Management
New York
$63.9K +$4.78K +41 +8%
HFS
1877
Hantz Financial Services
Michigan
$63K +$63K +540 New
CFD
1878
Creative Financial Designs
Indiana
$62.3K +$9.1K +78 +17%
QL
1879
Quarry LP
New York
$62.1K +$28.4K +243 +84%
AF
1880
Aviso Financial
Ontario, Canada
$58.3K – – –
HT
1881
Headlands Technologies
Illinois
$57.1K +$57.1K +489 New
SL
1882
Salomon & Ludwin
Virginia
$55.4K +$46.7K +400 +533%
SCB
1883
Saudi Central Bank
Saudi Arabia
$55.4K +$55.4K +475 New
PWMG
1884
Prestige Wealth Management Group
New Jersey
$54.8K – – –
AAG
1885
Accordant Advisory Group
Maryland
$54.8K – – –
EAM
1886
Eukles Asset Management
Ohio
$54.4K -$27.1K -232 -33%
WA
1887
WPG Advisers
Maryland
$53.1K -$9.33K -80 -15%
FWM
1888
FSA Wealth Management
Massachusetts
$52.5K +$117 +1 +0.2%
PWA
1889
Provenance Wealth Advisors
Florida
$51.7K – – –
NC
1890
NewSquare Capital
Pennsylvania
$51K +$45.7K +392 +871%
SN
1891
Sittner & Nelson
Oregon
$50.5K -$8.98K -77 -15%
RF
1892
Roxbury Financial
New Jersey
$48.9K +$399 +3 +0.8%
TLCM
1893
Twin Lakes Capital Management
California
$47.6K -$36.4K -312 -43%
DPW
1894
DiNuzzo Private Wealth
Pennsylvania
$46.2K +$350 +3 +0.8%
FWA
1895
Flagship Wealth Advisors
Massachusetts
$46.2K – – –
IAS
1896
IMA Advisory Services
Colorado
$45.3K +$45.3K +388 New
RIA
1897
Realta Investment Advisors
Delaware
$44K -$3.38K -29 -7%
MFT
1898
Moisand Fitzgerald Tamayo
Florida
$44K – – –
TCM
1899
TruNorth Capital Management
Michigan
$42.8K +$39.3K +337 +1,123%
NC
1900
North Capital
Utah
$42.6K +$42.6K +365 New
74 75
76
77 78