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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
SCM
2126
Sandler Capital Management
New York
– -$2.51M -19,954 Closed
SW
2127
SVB Wealth
Massachusetts
– -$2.05M -16,333 Closed
Two Sigma Advisers
2128
Two Sigma Advisers
New York
– -$2.02M -16,100 Closed
AA
2129
Altrafin AG
– -$1.91M -15,200 Closed
JF
2130
Jump Financial
Illinois
– -$1.71M -13,598 Closed
CFA
2131
Camarda Financial Advisors
Florida
– -$1.56M -12,410 Closed
Simplex Trading
2132
Simplex Trading
Illinois
– -$1.48M -11,472 Closed
HCM
2133
Helios Capital Management
Singapore
– -$1.42M -11,300 Closed
EAM
2134
Empirical Asset Management
Massachusetts
– -$66.7K -11,142 Closed
DLHL
2135
Donald L. Hagan LLC
Florida
– -$1.22M -9,693 Closed
GCM
2136
Gladius Capital Management
Illinois
– -$1.19M -9,482 Closed
APM
2137
Advanced Portfolio Management
New York
– -$1.29M -9,321 Closed
RT
2138
Rockland Trust
Massachusetts
– -$1.14M -9,060 Closed
GH
2139
GAM Holding
Switzerland
– -$1.05M -8,321 Closed
MAMU
2140
Myriad Asset Management US
Florida
– -$1.03M -8,194 Closed
FTUS
2141
Flow Traders U.S.
New York
– -$928K -7,383 Closed
SLWA
2142
San Luis Wealth Advisors
California
– -$879K -6,990 Closed
MIM
2143
Morningstar Investment Management
Illinois
– -$849K -6,751 Closed
YWM
2144
Yardley Wealth Management
Pennsylvania
– -$724K -6,304 Closed
Wolverine Trading
2145
Wolverine Trading
Illinois
– -$764K -6,073 Closed
CFM
2146
Catalyst Funds Management
Australia
– -$629K -5,000 Closed
BIP
2147
Blueprint Investment Partners
North Carolina
– -$606K -4,823 Closed
AC
2148
ASB Consultores
Florida
– -$605K -4,812 Closed
CCG
2149
Catalina Capital Group
California
– -$567K -4,514 Closed
PCH
2150
PGIM Custom Harvest
New Jersey
– -$557K -4,428 Closed
84 85
86
87 88

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.