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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
SP
2551
SIH Partners
Delaware
RCM
2552
Requisite Capital Management
Texas
DO
2553
denkapparat Operations
Germany
SCM
2554
Stevens Capital Management
Pennsylvania
AIP
2555
Almanack Investment Partners
Pennsylvania
CT
2556
ClearAlpha Technologies
Connecticut
QC
2557
Quantessence Capital
New York
SFC
2558
Strategic Financial Concepts
Texas
ZAM
2559
Zevin Asset Management
Massachusetts
LAM
2560
Longboard Asset Management
Arizona
CPRC
2561
Consolidated Portfolio Review Corp
New York
LI
2562
LifeWealth Investments
Florida
GSIAS
2563
Garden State Investment Advisory Services
New Jersey
RTC
2564
Real Talk Capital
Tennessee
CAS
2565
CTC Alternative Strategies
Illinois
BBW
2566
Blue Barn Wealth
Utah
NWMG
2567
National Wealth Management Group
Ohio
WF
2568
Whelan Financial
California
MWM
2569
Meadowbrook Wealth Management
New York
WEG
2570
World Equity Group
Illinois
NPT
2571
National Philanthropic Trust
Pennsylvania
CFG
2572
Carter Financial Group
Illinois
GWSG
2573
GPS Wealth Strategies Group
Colorado
HA
2574
Helium Advisors
Washington
ABWM
2575
Alpine Bank Wealth Management
Colorado