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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
NA
2501
Networth Advisors
Pennsylvania
$2.48K
RFA
2502
Reyes Financial Architecture
California
$2.31K
DF
2503
DecisionPoint Financial
Arizona
$2.13K
LC
2504
Luminist Capital
Michigan
$2.13K
KCM
2505
Key Capital Management
Tennessee
$1.95K
CCC
2506
Chelsea Counsel Company
California
$1.78K
RCM
2507
Richardson Capital Management
Wisconsin
$1.6K
JFA
2508
JNBA Financial Advisors
Minnesota
$1.42K
WA
2509
Whipplewood Advisors
Colorado
$1.42K
P
2510
Palladiem
Pennsylvania
$1.24K
NL
2511
NorthAvenue LLC
Ohio
$1.07K
APW
2512
Atlantic Private Wealth
North Carolina
$888
LWMI
2513
Legacy Wealth Management (Idaho)
Idaho
$711
LGWM
2514
Litman Gregory Wealth Management
California
$711
RJA
2515
Ross\Johnson & Associates
Minnesota
$710
EWM
2516
Evolution Wealth Management
Florida
$533
RPA
2517
Redwood Park Advisors
California
$533
MI
2518
Motiv8 Investments
Florida
$25
NCM
2519
Nearwater Capital Markets
Ireland
Zurich Cantonal Bank
2520
Zurich Cantonal Bank
Switzerland
MMH
2521
Menora Mivtachim Holdings
Israel
AIM
2522
Achmea Investment Management
Netherlands
EF
2523
Empowered Funds
Pennsylvania
ACL
2524
Azora Capital LP
Florida
JG
2525
Jain Global
New York