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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
FFWM
2576
Future Financial Wealth Management
Ohio
FLP
2577
Financial Life Planners
Arizona
GFWA
2578
Grey Fox Wealth Advisors
Delaware
NC
2579
North Capital
Utah
TIM
2580
Tortoise Investment Management
New York
CWM
2581
Crowley Wealth Management
Delaware
HFS
2582
Hopwood Financial Services
Virginia
CCM
2583
Cloud Capital Management
Washington
MSG
2584
Main Street Group
Virginia
PPA
2585
Painted Porch Advisors
California
SAM
2586
Strive Asset Management
Ohio
FLFS
2587
Family Legacy Financial Solutions
North Carolina
HWA
2588
Heartwood Wealth Advisors
Virginia
FGAM
2589
Financial Gravity Asset Management
Texas
MAM
2590
MMA Asset Management
Pennsylvania
UOIF
2591
University of Illinois Foundation
Illinois
JFG
2592
JDM Financial Group
Texas
EPW
2593
Evergreen Private Wealth
Colorado
PCM
2594
Perritt Capital Management
Illinois
SFCL
2595
Strengthening Families & Communities LLC
Massachusetts
CA
2596
Centerpoint Advisors
Massachusetts
CFS
2597
CGC Financial Services
Oregon
SIP
2598
Sellwood Investment Partners
Oregon
EA
2599
Evolution Advisers
Virginia