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Morgan Stanley

2,518 hedge funds and large institutions have $240B invested in Morgan Stanley in 2025 Q4 according to their latest regulatory filings, with 391 funds opening new positions, 967 increasing their positions, 831 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

12% more funds holding

Funds holding: 2,2572,518 (+261)

1.51% more ownership

Funds ownership: 83.52%85.02% (+1.5%)

29% less call options, than puts

Call options by funds: $2.95B | Put options by funds: $4.18B

Holders
2,518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.95B
Puts
$4.18B
Net Calls
Net Calls Change

Top Buyers

1 +$561M
2 +$557M
3 +$295M
4
Citadel Advisors
Citadel Advisors
Florida
+$279M
5
BlackRock
BlackRock
New York
+$264M

Top Sellers

1 -$1.13B
2 -$842M
3 -$637M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$480M
5
Invesco
Invesco
Georgia
-$315M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
2476
LM Advisors
California
$6.12K
BIM
2477
Breakwater Investment Management
Washington
$6.04K
RWM
2478
Rialto Wealth Management
New York
$6.04K
CFP
2479
Comprehensive Financial Planning
Pennsylvania
$5.5K
AG
2480
AmeriFlex Group
Nevada
$5.33K
OCM
2481
Osbon Capital Management
Massachusetts
$5.33K
MNA
2482
Manning & Napier Advisors
New York
$5.19K
APW
2483
Acima Private Wealth
Virginia
$4.62K
QA
2484
Quattro Advisors
Pennsylvania
$4.48K
STB
2485
S&T Bank
Pennsylvania
$4.44K
GWP
2486
Gen-Wealth Partners
Michigan
$4.44K
PP
2487
PFS Partners
New Jersey
$4.08K
FCG
2488
Financial Connections Group
California
$4K
RIAS
2489
Rachor Investment Advisory Services
Michigan
$3.73K
HIA
2490
HFM Investment Advisors
New Jersey
$3.55K
NWM
2491
Nova Wealth Management
Florida
$3.46K
EWM
2492
Evermay Wealth Management
Virginia
$3.37K
OBWP
2493
O'Brien Wealth Partners
Massachusetts
$3.37K
DCM
2494
Davidson Capital Management
Texas
$3.02K
CMP
2495
Coston McIsaac & Partners
Maine
$3K
PIS
2496
POM Investment Strategies
North Carolina
$2.86K
TBFA
2497
Three Bearings Fiduciary Advisors
New Hampshire
$2.76K
ADBIC
2498
A.D. Beadell Investment Counsel
Wisconsin
$2.73K
LIA
2499
Luken Investment Analytics
Tennessee
$2.66K
CYG
2500
Clean Yield Group
Vermont
$2.48K