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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 %
SC
1926
Solstein Capital
California
$29.9K – – –
AEPWM
1927
Atlantic Edge Private Wealth Management
Florida
$29.8K – – –
GC
1928
Garde Capital
Washington
$29.6K +$29.6K +254 New
DCM
1929
Davis Capital Management
Florida
$28.7K -$2.57K -22 -8%
GJIA
1930
Glass Jacobson Investment Advisors
Maryland
$28.6K – – –
MWM
1931
MorganRosel Wealth Management
Colorado
$27.1K +$27.1K +232 New
BT
1932
Banque Transatlantique
France
$26.8K -$58.3K -500 -68%
RWM
1933
Ruedi Wealth Management
Illinois
$25.8K – – –
IWP
1934
IAG Wealth Partners
Wisconsin
$25.6K – – –
FMTCOCP
1935
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
CIAS
1936
CBIZ Investment Advisory Services
Ohio
$24.6K +$13K +111 +111%
BC
1937
Bayforest Capital
United Kingdom
$24K +$24K +206 New
OWA
1938
Opal Wealth Advisors
New York
$23.6K +$23.6K +202 New
ECM
1939
Estabrook Capital Management
New York
$23.3K – – –
PBK
1940
Peoples Bank (Kansas)
Kansas
$23.3K – – –
BFS
1941
Bare Financial Services
Pennsylvania
$23.2K – – –
CAM
1942
Close Asset Management
United Kingdom
$23K – – –
CCM
1943
Cloud Capital Management
Washington
$23K +$23K +203 New
KSWA
1944
Kathleen S. Wright Associates
Pennsylvania
$22.4K – – –
CTWM
1945
Cherry Tree Wealth Management
Minnesota
$22.2K +$9.1K +78 +70%
AIC
1946
Archer Investment Corporation
Indiana
$22.1K +$116 +1 +0.5%
NWMP
1947
Noble Wealth Management PBC
Colorado
$22.1K – – –
EPIMS
1948
Evelyn Partners Investment Management Services
$21.6K +$21.6K +2,767 New
BCMLT
1949
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.4K +$1.98K +17 +10%
AP
1950
Aspect Partners
Virginia
$20.9K +$233 +2 +1%
76 77
78
79 80