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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 %
EIM
1901
Essex Investment Management
Massachusetts
$42.4K – – –
ETS
1902
ESL Trust Services
New York
$42K – – –
FNWA
1903
Financial Network Wealth Advisors
Utah
$41.5K +$8.75K +75 +27%
CPG
1904
Cornerstone Planning Group
New Jersey
$41.3K +$26.8K +239 +185%
PSFG
1905
Park Square Financial Group
Georgia
$41.1K -$1.17K -10 -3%
DFA
1906
DHJJ Financial Advisors
Illinois
$39.5K – – –
TIM
1907
Tortoise Investment Management
New York
$38.9K -$80.1K -686 -67%
BHWM
1908
Beaird Harris Wealth Management
Texas
$38.5K – – –
WBC
1909
West Branch Capital
Massachusetts
$38.4K -$113K -966 -75%
LWANC
1910
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.7K – – –
PPA
1911
Painted Porch Advisors
California
$37K -$5.95K -51 -14%
MSG
1912
Main Street Group
Virginia
$35.7K +$7.9K +68 +28%
T
1913
Transce3nd
Texas
$35.2K – – –
MCA
1914
Maryland Capital Advisors
Maryland
$35K – – –
OP
1915
ORG Partners
Indiana
$35K +$14.8K +128 +74%
PWA
1916
Physician Wealth Advisors
Utah
$34.7K +$467 +4 +1%
AA
1917
Ancora Advisors
Ohio
$34.7K +$3.85K +33 +13%
SFG
1918
Stonebridge Financial Group
Pennsylvania
$34K +$1.17K +10 +4%
MWA
1919
Miller Wealth Advisors
Colorado
$33.3K – – –
BAM
1920
Byrne Asset Management
New Jersey
$33.1K -$2.92K -25 -8%
WTFG
1921
Wood Tarver Financial Group
Idaho
$32.1K – – –
CWM
1922
Crowley Wealth Management
Delaware
$31.9K – – –
IHWM
1923
Iron Horse Wealth Management
Iowa
$31K +$9.8K +84 +46%
BTC
1924
Bank & Trust Company
Illinois
$30.9K – – –
HFS
1925
Hopwood Financial Services
Virginia
$30.8K +$10.3K +88 +50%
75 76
77
78 79