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Morgan Stanley

2,491 hedge funds and large institutions have $240B invested in Morgan Stanley in 2025 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 962 increasing their positions, 828 reducing their positions, and 80 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: $ → $

11% more funds holding

Funds holding: 2,2492,491 (+242)

1.49% more ownership

Funds ownership: 83.45%84.94% (+1.5%)

29% less call options, than puts

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

Holders
2,491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
DO
2526
denkapparat Operations
Germany
SCM
2527
Stevens Capital Management
Pennsylvania
AIP
2528
Almanack Investment Partners
Pennsylvania
CT
2529
ClearAlpha Technologies
Connecticut
QC
2530
Quantessence Capital
New York
SFC
2531
Strategic Financial Concepts
Texas
ZAM
2532
Zevin Asset Management
Massachusetts
LAM
2533
Longboard Asset Management
Arizona
CPRC
2534
Consolidated Portfolio Review Corp
New York
LI
2535
LifeWealth Investments
Florida
GSIAS
2536
Garden State Investment Advisory Services
New Jersey
RTC
2537
Real Talk Capital
Tennessee
CAS
2538
CTC Alternative Strategies
Illinois
BBW
2539
Blue Barn Wealth
Utah
NWMG
2540
National Wealth Management Group
Ohio
WF
2541
Whelan Financial
California
MWM
2542
Meadowbrook Wealth Management
New York
WEG
2543
World Equity Group
Illinois
CFG
2544
Carter Financial Group
Illinois
GWSG
2545
GPS Wealth Strategies Group
Colorado
HA
2546
Helium Advisors
Washington
ABWM
2547
Alpine Bank Wealth Management
Colorado
FFWM
2548
Future Financial Wealth Management
Ohio
FLP
2549
Financial Life Planners
Arizona
GFWA
2550
Grey Fox Wealth Advisors
Delaware