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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 %
BHWM
2051
Bay Harbor Wealth Management
Maryland
$1.63K +$1.63K +14 New
NWM
2052
Nova Wealth Management
Florida
$1.63K +$1.63K +14 New
TCM
2053
TD Capital Management
Tennessee
$1.53K +$1.53K +13 New
PCTC
2054
Perkins Coie Trust Company
Washington
$1.4K +$1.4K +12 New
PWM
2055
Puff Wealth Management
New Jersey
$1.29K +$1.29K +11 New
PWM
2056
Parkworth Wealth Management
California
$1.28K – – –
JFG
2057
JDM Financial Group
Texas
$1.17K – – –
1IA
2058
1620 Investment Advisors
Massachusetts
$1.1K – – –
MSWM
2059
Mowery & Schoenfeld Wealth Management
Illinois
$1.06K -$118 -1 -10%
SOW
2060
State of Wyoming
Wyoming
$933 +$117 +1 +14%
HIA
2061
HFM Investment Advisors
New Jersey
$701 +$701 +6 New
BMC
2062
Bear Mountain Capital
Washington
$602 +$602 +5 New
CFS
2063
CGC Financial Services
Oregon
$583 – – –
LWMI
2064
Legacy Wealth Management (Idaho)
Idaho
$467 – – –
CIAM
2065
Caitong International Asset Management
Hong Kong
$117 +$117 +1 New
RJA
2066
Ross\Johnson & Associates
Minnesota
$117 +$117 +1 New
Norges Bank
2067
Norges Bank
Norway
– -$1.91B -15,194,081 Closed
Arrowstreet Capital
2068
Arrowstreet Capital
Massachusetts
– -$177M -1,405,016 Closed
UE
2069
Unisphere Establishment
Liechtenstein
– -$132M -1,050,000 Closed
RC
2070
RBF Capital
California
– -$102M -810,432 Closed
FFM
2071
Fullerton Fund Management
Singapore
– -$55.7M -442,733 Closed
TA
2072
Trivest Advisors
Hong Kong
– -$50.3M -400,000 Closed
TCA
2073
Teewinot Capital Advisers
New York
– -$41.6M -330,630 Closed
ADEF
2074
Adams Diversified Equity Fund
Maryland
– -$27.1M -215,269 Closed
GJCM
2075
Grand Jean Capital Management
California
– -$21.2M -168,582 Closed
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83
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