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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
MAM
2201
MWA Asset Management
Massachusetts
– -$209K -1,663 Closed
VP
2202
Verum Partners
North Carolina
– -$208K -1,656 Closed
PSCM
2203
Per Stirling Capital Management
Texas
– -$208K -1,651 Closed
AWA
2204
AGH Wealth Advisors
Kansas
– -$207K -1,648 Closed
FNC
2205
First National Corp
Massachusetts
– -$207K -1,648 Closed
RWM
2206
Riverbend Wealth Management
South Carolina
– -$209K -1,647 Closed
PHS
2207
Pekin Hardy Strauss
Illinois
– -$207K -1,645 Closed
FIM
2208
Freedom Investment Management
Connecticut
– -$207K -1,642 Closed
FC
2209
Fusion Capital
South Carolina
– -$206K -1,641 Closed
GSIAS
2210
Garden State Investment Advisory Services
New Jersey
– -$206K -1,633 Closed
FBC
2211
Fairfield, Bush & Co
Connecticut
– -$205K -1,632 Closed
PAS
2212
PKS Advisory Services
New York
– -$205K -1,631 Closed
WHG
2213
Westwood Holdings Group
Texas
– -$204K -1,621 Closed
BWCS
2214
Beirne Wealth Consulting Services
Connecticut
– -$204K -1,619 Closed
RCM
2215
RB Capital Management
Nevada
– -$203K -1,612 Closed
BSSFA
2216
Baron Silver Stevens Financial Advisors
Florida
– -$202K -1,610 Closed
RPWA
2217
Regent Peak Wealth Advisors
Georgia
– -$202K -1,610 Closed
VDI
2218
Vaughan David Investments
Illinois
– -$202K -1,606 Closed
CW
2219
Channel Wealth
California
– -$201K -1,601 Closed
MTWM
2220
Masso Torrence Wealth Management
New Jersey
– -$201K -1,601 Closed
BSG
2221
Black Swift Group
Colorado
– -$201K -1,600 Closed
MFS
2222
McNamara Financial Services
Massachusetts
– -$201K -1,600 Closed
ACP
2223
Aviance Capital Partners
Florida
– -$201K -1,597 Closed
EBSAM
2224
Eubel Brady & Suttman Asset Management
Ohio
– -$201K -1,597 Closed
BPAMU
2225
BTG Pactual Asset Management US
New York
– -$158K -1,257 Closed
87 88
89
90 91

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.