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Morgan Stanley

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
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
1951
Private Wealth Management Group
New Jersey
$20.8K
CTA
1952
Colonial Trust Advisors
South Carolina
$20.5K
TWD
1953
True Wealth Design
Ohio
$20.5K +$8.86K +76 +76%
HWP
1954
Highline Wealth Partners
California
$20.5K +$4.91K +42 +32%
RTL
1955
Red Tortoise LLC
Georgia
$20.4K
Q1WB
1956
Quest 10 Wealth Builders
Virginia
$20.1K -$6.55K -56 -25%
AWM
1957
Abound Wealth Management
Tennessee
$18.5K -$3.97K -34 -18%
MBFW
1958
Morton Brown Family Wealth
Pennsylvania
$18.1K +$4.32K +37 +31%
FPB
1959
First PREMIER Bank
South Dakota
$18K
OW
1960
Olistico Wealth
Oklahoma
$18K
CFFP
1961
Center for Financial Planning
Michigan
$17.5K
AF
1962
Atala Financial
California
$17.4K
CAWM
1963
Capital A Wealth Management
Pennsylvania
$17K +$116 +1 +0.7%
AW
1964
Avion Wealth
Texas
$17K
1L
1965
10Elms LLP
Oklahoma
$16.7K
PCM
1966
Penserra Capital Management
California
$15K -$349K -3,142 -96%
SC
1967
Stephens Consulting
Michigan
$14.6K -$5.72K -49 -28%
VFM
1968
Vision Financial Markets
Connecticut
$14.5K
DWM
1969
Dogwood Wealth Management
Kansas
$14.3K +$930 +8 +7%
KTC
1970
Kentucky Trust Company
Kentucky
$13.9K
OPTFSNA
1971
Old Point Trust & Financial Services N A
Virginia
$13.9K
FA
1972
Financial Avengers
California
$13.7K
DF
1973
Dunhill Financial
United Kingdom
$13.5K -$8.25K -71 -38%
HNW
1974
High Note Wealth
Minnesota
$13.4K
NA
1975
Nordwand Advisors
Pennsylvania
$13.2K