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Morgan Stanley
MS

2,099 hedge funds and large institutions have $159B invested in Morgan Stanley in 2025 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 887 increasing their positions, 755 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 755

11% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 154

0.24% more ownership

Funds ownership: 84.45% → 84.69% (+0.24%)

1% less funds holding

Funds holding: 2,112 → 2,099 (-13)

8% less capital invested

Capital invested by funds: $173B → $159B (-$14.2B)

28% less funds holding in top 10

Funds holding in top 10: 40 → 29 (-11)

40% less call options, than puts

Call options by funds: $2.36B | Put options by funds: $3.92B

Holders
2,099
Holders Change
-13
Holders Change %
-0.62%
% of All Funds
28.15%
Holding in Top 10
29
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-27.5%
% of All Funds
0.39%
New
171
Increased
887
Reduced
755
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$250M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$984M
2
Barclays
Barclays
United Kingdom
+$450M
3
Goldman Sachs
Goldman Sachs
New York
+$336M
4
Bank of America
Bank of America
North Carolina
+$296M
5
AI
Axiom Investors
Connecticut
+$200M

Top Sellers

1
State Street
State Street
Massachusetts
-$533M
2
Capital International Investors
Capital International Investors
California
-$387M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$360M
4
JP Morgan Chase
JP Morgan Chase
New York
-$316M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
2051
MPWM Advisory Solutions
Georgia
$5.95K -$12.9K -100 -66%
T
2052
Tidemark
California
$5.48K – – –
WCM
2053
Westend Capital Management
California
$5.48K – – –
WOC
2054
West Oak Capital
California
$5.27K – – –
JFA
2055
JNBA Financial Advisors
Minnesota
$5.13K -$8.76K -68 -61%
WW
2056
Winnow Wealth
Texas
$4.88K +$1.8K +14 +50%
NMG
2057
New Millennium Group
Utah
$4.78K +$1.55K +12 +41%
PAM
2058
Parvin Asset Management
South Dakota
$4.55K +$5.03K +39 New
EWM
2059
Evermay Wealth Management
Virginia
$4.32K – – –
GWSA
2060
Global Wealth Strategies & Associates
Colorado
$4.32K – – –
WA
2061
WestEnd Advisors
North Carolina
$4.32K +$1.55K +12 +48%
GP
2062
Greenline Partners
New York
$4.32K +$4.77K +37 New
BWM
2063
Bernard Wealth Management
Michigan
$4.2K +$4.64K +36 New
CAM
2064
Costello Asset Management
Pennsylvania
$4.2K +$4.64K +36 New
ME
2065
McIlrath & Eck
Washington
$4.08K – – –
PS
2066
PayPay Securities
Japan
$3.62K -$1.29K -10 -24%
PPWM
2067
PFG Private Wealth Management
Florida
$3.27K +$3.61K +28 New
RWM
2068
Rialto Wealth Management
New York
$3.27K +$3.61K +28 New
CIM
2069
Contravisory Investment Management
Massachusetts
$3.15K +$3.48K +27 New
APW
2070
Acima Private Wealth
Virginia
$3.03K – – –
PGAM
2071
Princeton Global Asset Management
New Jersey
$2.8K – – –
KPP
2072
Kings Path Partners
Texas
$2.57K – – –
PIS
2073
POM Investment Strategies
North Carolina
$2.45K – – –
SIM
2074
Studio Investment Management
Illinois
$2.33K +$2.58K +20 New
GA
2075
GoalVest Advisory
New York
$2.1K +$2.32K +18 New
81 82
83
84 85

MS Hedge Fund Activity: Q1 2025 in Review

2,099 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2025, worth a combined $159B — down 8.2% from $173B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new MS positions and 154 closed out — a net gain of 17 holders — while 887 added to existing stakes and 755 trimmed.

The largest buyer was Vanguard Group, adding an estimated $984M. The largest seller was State Street, cutting an estimated $533M.

  • 2,099 institutional investors held Morgan Stanley (MS) as of Q1 2025, down from 2,112 in Q4 2024.
  • Funds reported $159B of Morgan Stanley stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 171 funds opened new Morgan Stanley positions in Q1 2025 and 154 closed out, a net change of +17 holders.
  • The largest Morgan Stanley buyer in Q1 2025 was Vanguard Group, an estimated $984M added.
  • The largest Morgan Stanley seller in Q1 2025 was State Street, an estimated $533M sold.

Based on aggregated 13F filings for Q1 2025.