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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 %
FAFN
2151
First Affirmative Financial Network
Colorado
– -$228K -1,811 Closed
IHL
2152
Investment House LLC
California
– -$226K -1,800 Closed
LWL
2153
Leo Wealth LLC
Texas
– -$226K -1,797 Closed
CRI
2154
Colonial River Investments
Virginia
– -$225K -1,793 Closed
CAS
2155
CTC Alternative Strategies
Illinois
– -$225K -1,788 Closed
WP
2156
Westmount Partners
California
– -$220K -1,749 Closed
CIC
2157
Carnegie Investment Counsel
Ohio
– -$218K -1,731 Closed
SWA
2158
SFMG Wealth Advisors
Texas
– -$215K -1,711 Closed
AWM
2159
Aries Wealth Management
Maine
– -$215K -1,708 Closed
WG
2160
Wealth Group
North Carolina
– -$214K -1,704 Closed
BAM
2161
Brave Asset Management
New Jersey
– -$214K -1,700 Closed
NCM
2162
Noesis Capital Mangement
Florida
– -$213K -1,698 Closed
NAM
2163
NTV Asset Management
West Virginia
– -$213K -1,692 Closed
ML
2164
McAdam LLC
Pennsylvania
– -$213K -1,691 Closed
WA
2165
WP Advisors
California
– -$212K -1,688 Closed
DOA
2166
D'Orazio & Associates
Virginia
– -$211K -1,679 Closed
SPWM
2167
Schrum Private Wealth Management
Florida
– -$211K -1,677 Closed
MAM
2168
MWA Asset Management
Massachusetts
– -$209K -1,663 Closed
VP
2169
Verum Partners
North Carolina
– -$208K -1,656 Closed
PSCM
2170
Per Stirling Capital Management
Texas
– -$208K -1,651 Closed
FNC
2171
First National Corp
Massachusetts
– -$207K -1,648 Closed
AWA
2172
AGH Wealth Advisors
Kansas
– -$207K -1,648 Closed
RWM
2173
Riverbend Wealth Management
South Carolina
– -$209K -1,647 Closed
PHS
2174
Pekin Hardy Strauss
Illinois
– -$207K -1,645 Closed
FIM
2175
Freedom Investment Management
Connecticut
– -$207K -1,642 Closed
85 86
87
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