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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 %
SHIM
2001
Stone House Investment Management
Pennsylvania
$8.17K +$8.17K +70 New
RFG
2002
REAP Financial Group
Texas
$8.05K +$7.93K +68 +6,800%
HFS
2003
Hughes Financial Services
Virginia
$7.76K +$7.76K +67 New
PWA
2004
Principia Wealth Advisory
Texas
$7.48K +$3.8K +34 +103%
RWPA
2005
Richard W. Paul & Associates
Michigan
$7.23K -$2.33K -20 -24%
SIM
2006
Synergy Investment Management
Florida
$7.23K – – –
ACM
2007
Anfield Capital Management
California
$7.23K – – –
FRA
2008
Front Row Advisors
California
$7K – – –
DI
2009
DAGCO Inc
Ohio
$7K +$7K +60 New
GWM
2010
Graybill Wealth Management
Illinois
$7K +$7K +60 New
CWA
2011
Carolina Wealth Advisors
South Carolina
$6.77K – – –
SIC
2012
SJS Investment Consulting
Ohio
$6.53K – – –
HIW
2013
Holos Integrated Wealth
Pennsylvania
$6.53K – – –
YAL
2014
Your Advocates Ltd
Texas
$6.53K – – –
PCM
2015
Perritt Capital Management
Illinois
$6.53K +$6.53K +56 New
ACA
2016
American Capital Advisory
Idaho
$6.18K +$6.18K +53 New
FP
2017
Financial Perspectives
Minnesota
$5.99K – – –
MAS
2018
MPWM Advisory Solutions
Georgia
$5.95K -$11.7K -100 -66%
T
2019
Tidemark
California
$5.48K – – –
WCM
2020
Westend Capital Management
California
$5.48K – – –
WOC
2021
West Oak Capital
California
$5.27K – – –
JFA
2022
JNBA Financial Advisors
Minnesota
$5.13K -$7.93K -68 -61%
WW
2023
Winnow Wealth
Texas
$4.88K +$1.63K +14 +50%
NMG
2024
New Millennium Group
Utah
$4.78K +$1.4K +12 +41%
PAM
2025
Parvin Asset Management
South Dakota
$4.55K +$4.55K +39 New
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