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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, 874 increasing their positions, 742 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
28.07%
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
874
Reduced
742
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 %
GWSA
2026
Global Wealth Strategies & Associates
Colorado
$4.32K – – –
EWM
2027
Evermay Wealth Management
Virginia
$4.32K – – –
WA
2028
WestEnd Advisors
North Carolina
$4.32K +$1.4K +12 +48%
GP
2029
Greenline Partners
New York
$4.32K +$4.32K +37 New
BWM
2030
Bernard Wealth Management
Michigan
$4.2K +$4.2K +36 New
CAM
2031
Costello Asset Management
Pennsylvania
$4.2K +$4.2K +36 New
ME
2032
McIlrath & Eck
Washington
$4.08K – – –
PS
2033
PayPay Securities
Japan
$3.62K -$1.17K -10 -24%
PPWM
2034
PFG Private Wealth Management
Florida
$3.27K +$3.27K +28 New
RWM
2035
Rialto Wealth Management
New York
$3.27K +$3.27K +28 New
CIM
2036
Contravisory Investment Management
Massachusetts
$3.15K +$3.15K +27 New
APW
2037
Acima Private Wealth
Virginia
$3.03K – – –
PGAM
2038
Princeton Global Asset Management
New Jersey
$2.8K – – –
KPP
2039
Kings Path Partners
Texas
$2.57K – – –
PIS
2040
POM Investment Strategies
North Carolina
$2.45K – – –
SIM
2041
Studio Investment Management
Illinois
$2.33K +$2.33K +20 New
GA
2042
GoalVest Advisory
New York
$2.1K +$2.1K +18 New
IRAG
2043
Investment Research & Advisory Group
Georgia
$2.1K +$2.1K +18 New
HWM
2044
Horizons Wealth Management
North Carolina
$1.98K – – –
AT
2045
Arlington Trust
Alabama
$1.98K – – –
HC
2046
Hara Capital
Washington
$1.98K +$1.98K +17 New
CIA
2047
Cape Investment Advisory
Georgia
$1.87K -$467 -4 -20%
NRG
2048
Nemes Rush Group
Michigan
$1.87K – – –
KIG
2049
Kessler Investment Group
Indiana
$1.75K – – –
CYG
2050
Clean Yield Group
Vermont
$1.63K -$2.45K -21 -60%
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