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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 %
EAM
2101
Empirical Asset Management
Massachusetts
– -$66.7K -11,142 Closed
DLHL
2102
Donald L. Hagan LLC
Florida
– -$1.22M -9,693 Closed
GCM
2103
Gladius Capital Management
Illinois
– -$1.19M -9,482 Closed
APM
2104
Advanced Portfolio Management
New York
– -$1.29M -9,321 Closed
RT
2105
Rockland Trust
Massachusetts
– -$1.14M -9,060 Closed
GH
2106
GAM Holding
Switzerland
– -$1.05M -8,321 Closed
MAMU
2107
Myriad Asset Management US
Florida
– -$1.03M -8,194 Closed
FTUS
2108
Flow Traders U.S.
New York
– -$928K -7,383 Closed
SLWA
2109
San Luis Wealth Advisors
California
– -$879K -6,990 Closed
MIM
2110
Morningstar Investment Management
Illinois
– -$849K -6,751 Closed
YWM
2111
Yardley Wealth Management
Pennsylvania
– -$724K -6,304 Closed
Wolverine Trading
2112
Wolverine Trading
Illinois
– -$764K -6,073 Closed
CFM
2113
Catalyst Funds Management
Australia
– -$629K -5,000 Closed
BIP
2114
Blueprint Investment Partners
North Carolina
– -$606K -4,823 Closed
AC
2115
ASB Consultores
Florida
– -$605K -4,812 Closed
CCG
2116
Catalina Capital Group
California
– -$567K -4,514 Closed
PCH
2117
PGIM Custom Harvest
New Jersey
– -$557K -4,428 Closed
PW
2118
PUREfi Wealth
Massachusetts
– -$537K -4,273 Closed
BPC
2119
Bryce Point Capital
New York
– -$523K -4,162 Closed
IWA
2120
IBEX Wealth Advisors
New Jersey
– -$503K -3,999 Closed
OAM
2121
Oxford Asset Management
United Kingdom
– -$485K -3,855 Closed
PCM
2122
Prelude Capital Management
New York
– -$457K -3,636 Closed
CCG
2123
Coastwise Capital Group
California
– -$429K -3,415 Closed
WP
2124
WMS Partners
Maryland
– -$378K -3,009 Closed
MWP
2125
Meridian Wealth Partners
Pennsylvania
– -$371K -2,949 Closed
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