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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
PW
2151
PUREfi Wealth
Massachusetts
– -$537K -4,273 Closed
BPC
2152
Bryce Point Capital
New York
– -$523K -4,162 Closed
IWA
2153
IBEX Wealth Advisors
New Jersey
– -$503K -3,999 Closed
OAM
2154
Oxford Asset Management
United Kingdom
– -$485K -3,855 Closed
PCM
2155
Prelude Capital Management
New York
– -$457K -3,636 Closed
CCG
2156
Coastwise Capital Group
California
– -$429K -3,415 Closed
WP
2157
WMS Partners
Maryland
– -$378K -3,009 Closed
MWP
2158
Meridian Wealth Partners
Pennsylvania
– -$371K -2,949 Closed
TC
2159
Taika Capital
Florida
– -$370K -2,945 Closed
ONGA
2160
O'Neil Global Advisors
California
– -$357K -2,842 Closed
BAS
2161
Breakthru Advisory Services
Wisconsin
– -$357K -2,840 Closed
OCM
2162
Objective Capital Management
Ohio
– -$356K -2,832 Closed
IWP
2163
Invenio Wealth Partners
Florida
– -$355K -2,822 Closed
FGA
2164
Fortis Group Advisors
New Jersey
– -$345K -2,744 Closed
PWM
2165
Paulson Wealth Management
Illinois
– -$343K -2,727 Closed
XF
2166
XML Financial
Maryland
– -$328K -2,612 Closed
CFGS
2167
Concourse Financial Group Securities
Alabama
– -$346K -2,543 Closed
WEG
2168
World Equity Group
Illinois
– -$316K -2,524 Closed
IEFM
2169
IQ EQ Fund Management
Ireland
– -$317K -2,522 Closed
SPWM
2170
Spartan Planning & Wealth Management
North Carolina
– -$312K -2,480 Closed
HCM
2171
Hall Capital Management
Rhode Island
– -$305K -2,426 Closed
SPI
2172
Sutton Place Investors
New York
– -$292K -2,324 Closed
SGI
2173
Summit Global Investments
Utah
– -$270K -2,144 Closed
FIC
2174
FCG Investment Company
Tennessee
– -$267K -2,125 Closed
CWIG
2175
Chung Wu Investment Group
Texas
– -$264K -2,100 Closed
85 86
87
88 89

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.