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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 %
GWS
1976
Greykasell Wealth Strategies
California
$13.1K +$13.1K +112 New
FPF
1977
First Pacific Financial
Washington
$13K +$13K +111 New
FFA
1978
Frazier Financial Advisors
Ohio
$12.7K
VWA
1979
Valued Wealth Advisors
Utah
$12.7K +$465 +4 +4%
GCM
1980
Gables Capital Management
Florida
$12K
NI
1981
NCP Inc
California
$11.8K
FDW
1982
Fourth Dimension Wealth
Ohio
$11.7K +$4.08K +35 +54%
MWM
1983
Mascoma Wealth Management
New Hampshire
$11.7K +$11.7K +100 New
DWM
1984
Darwin Wealth Management
Florida
$11.3K
MSFP
1985
Mark Sheptoff Financial Planning
Connecticut
$11.2K -$46.7K -400 -81%
HHGA
1986
Halbert Hargrove Global Advisors
California
$11.1K +$2.8K +24 +34%
KIM
1987
Kestra Investment Management
Texas
$11K -$75.5K -647 -87%
B
1988
Birchbrook
Maine
$11K +$117 +1 +1%
LI
1989
LRI Investments
Florida
$10.9K
RF
1990
Rossby Financial
Florida
$10.8K +$10.8K +93 New
PFG
1991
Putney Financial Group
California
$10.5K
NFSG
1992
Newbridge Financial Services Group
Florida
$10.4K
DMIC
1993
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10K
CWM
1994
Centricity Wealth Management
Ohio
$10K
AP
1995
Atwood & Palmer
Missouri
$9.92K
WCM
1996
WealthTrak Capital Management
Virginia
$9.22K +$700 +6 +8%
AG
1997
AmeriFlex Group
Nevada
$8.75K +$6.3K +54 +257%
FCT
1998
First Community Trust
Iowa
$8.52K
CCMI
1999
Creative Capital Management Investments
California
$8.4K
AIM
2000
Arcadia Investment Management
Michigan
$8.17K