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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, 873 increasing their positions, 743 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
28.06%
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
873
Reduced
743
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 %
FC
2176
Fusion Capital
South Carolina
– -$206K -1,641 Closed
GSIAS
2177
Garden State Investment Advisory Services
New Jersey
– -$206K -1,633 Closed
FBC
2178
Fairfield, Bush & Co
Connecticut
– -$205K -1,632 Closed
PAS
2179
PKS Advisory Services
New York
– -$205K -1,631 Closed
WHG
2180
Westwood Holdings Group
Texas
– -$204K -1,621 Closed
BWCS
2181
Beirne Wealth Consulting Services
Connecticut
– -$204K -1,619 Closed
RCM
2182
RB Capital Management
Nevada
– -$203K -1,612 Closed
RPWA
2183
Regent Peak Wealth Advisors
Georgia
– -$202K -1,610 Closed
BSSFA
2184
Baron Silver Stevens Financial Advisors
Florida
– -$202K -1,610 Closed
VDI
2185
Vaughan David Investments
Illinois
– -$202K -1,606 Closed
MTWM
2186
Masso Torrence Wealth Management
New Jersey
– -$201K -1,601 Closed
CW
2187
Channel Wealth
California
– -$201K -1,601 Closed
BSG
2188
Black Swift Group
Colorado
– -$201K -1,600 Closed
MFS
2189
McNamara Financial Services
Massachusetts
– -$201K -1,600 Closed
ACP
2190
Aviance Capital Partners
Florida
– -$201K -1,597 Closed
EBSAM
2191
Eubel Brady & Suttman Asset Management
Ohio
– -$201K -1,597 Closed
BPAMU
2192
BTG Pactual Asset Management US
New York
– -$158K -1,257 Closed
DRP
2193
Decker Retirement Planning
Utah
– -$135K -1,073 Closed
OC
2194
Oarsman Capital
Wisconsin
– -$126K -1,000 Closed
TF
2195
Tompkins Financial
New York
– -$126K -1,000 Closed
JSAM
2196
J. Safra Asset Management
New York
– -$123K -980 Closed
CBT
2197
CoreFirst Bank & Trust
Kansas
– -$83.1K -661 Closed
HI
2198
Human Investing
Oregon
– -$74.1K -589 Closed
EBA
2199
Eagle Bay Advisors
New York
– -$73.1K -582 Closed
T
2200
TOBAM
France
– -$70K -556 Closed
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