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Morgan Stanley

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
Name Holding Trade Value Shares
Change
Shares
Change %
VIA
2201
Virtus Investment Advisers
Connecticut
-$62.9K -500 Closed
MA
2202
Modus Advisors
Minnesota
-$60.5K -482 Closed
FF
2203
Friedenthal Financial
New Jersey
-$51.2K -407 Closed
FWM
2204
FLP Wealth Management
Arkansas
-$28.3K -225 Closed
DWA
2205
Delos Wealth Advisors
Texas
-$25.1K -200 Closed
MDA
2206
Minot DeBlois Advisors
Massachusetts
-$25.1K -200 Closed
SAM
2207
Synergy Asset Management
Washington
-$18.8K -180 Closed
RDFA
2208
Ritter Daniher Financial Advisory
Ohio
-$15.7K -125 Closed
TCG
2209
Transcendent Capital Group
Oklahoma
-$14.7K -117 Closed
PCWA
2210
Pacific Capital Wealth Advisors
California
-$12.6K -100 Closed
LFA
2211
Legend Financial Advisors
Pennsylvania
-$10.9K -87 Closed
UOTTAIMCU
2212
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$10.1K -80 Closed
CF
2213
Conquis Financial
California
-$9.93K -79 Closed
CMP
2214
Coston McIsaac & Partners
Maine
-$9K -77 Closed
FIA
2215
FPC Investment Advisory
California
-$6.51K -47 Closed
MFG
2216
Menard Financial Group
Texas
-$2.64K -21 Closed
MCM
2217
Mainstream Capital Management
California
-$2.51K -20 Closed
SMAM
2218
Sugar Maple Asset Management
Wisconsin
-$1.89K -15 Closed
TCM
2219
Tradewinds Capital Management
Washington
-$638 -5 Closed
RPA
2220
Redwood Park Advisors
California
-$503 -4 Closed
LOIP
2221
Live Oak Investment Partners
Texas
-$8.8K