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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 %
TC
2126
Taika Capital
Florida
– -$370K -2,945 Closed
ONGA
2127
O'Neil Global Advisors
California
– -$357K -2,842 Closed
BAS
2128
Breakthru Advisory Services
Wisconsin
– -$357K -2,840 Closed
OCM
2129
Objective Capital Management
Ohio
– -$356K -2,832 Closed
IWP
2130
Invenio Wealth Partners
Florida
– -$355K -2,822 Closed
FGA
2131
Fortis Group Advisors
New Jersey
– -$345K -2,744 Closed
PWM
2132
Paulson Wealth Management
Illinois
– -$343K -2,727 Closed
XF
2133
XML Financial
Maryland
– -$328K -2,612 Closed
CFGS
2134
Concourse Financial Group Securities
Alabama
– -$346K -2,543 Closed
WEG
2135
World Equity Group
Illinois
– -$316K -2,524 Closed
IEFM
2136
IQ EQ Fund Management
Ireland
– -$317K -2,522 Closed
SPWM
2137
Spartan Planning & Wealth Management
North Carolina
– -$312K -2,480 Closed
HCM
2138
Hall Capital Management
Rhode Island
– -$305K -2,426 Closed
SPI
2139
Sutton Place Investors
New York
– -$292K -2,324 Closed
SGI
2140
Summit Global Investments
Utah
– -$270K -2,144 Closed
FIC
2141
FCG Investment Company
Tennessee
– -$267K -2,125 Closed
CWIG
2142
Chung Wu Investment Group
Texas
– -$264K -2,100 Closed
AT
2143
American Trust
Kentucky
– -$252K -2,006 Closed
MCM
2144
Marathon Capital Management
Maryland
– -$251K -1,998 Closed
KMWM
2145
Keudell/Morrison Wealth Management
Oregon
– -$251K -1,998 Closed
PRS
2146
Pinkerton Retirement Specialists
Idaho
– -$247K -1,961 Closed
FRM
2147
Fox Run Management
Connecticut
– -$243K -1,934 Closed
MW
2148
MBL Wealth
North Carolina
– -$234K -1,863 Closed
OFG
2149
Oxford Financial Group
Indiana
– -$232K -1,846 Closed
SF
2150
Safeguard Financial
Wisconsin
– -$230K -1,831 Closed
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