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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
BG
276
Bollard Group
Massachusetts
$38.5M
Hudson Bay Capital Management
277
Hudson Bay Capital Management
Connecticut
$38.5M
QCM
278
QRG Capital Management
Illinois
$38.4M
BTW
279
Boston Trust Walden
Massachusetts
$38.4M
CIC
280
Chilton Investment Company
Connecticut
$38.4M
HF
281
HRT Financial
New York
$38.2M
Osaic Holdings
282
Osaic Holdings
Arizona
$38.1M
BCIM
283
British Columbia Investment Management
British Columbia, Canada
$37.7M
LCP
284
LGT Capital Partners
Switzerland
$37.6M
GF
285
Gabelli Funds
New York
$37.2M
PAM
286
Panagora Asset Management
Massachusetts
$36.8M
PGFC
287
Peapack-Gladstone Financial Corp
New Jersey
$36.7M
PMAM
288
Picton Mahoney Asset Management
Ontario, Canada
$36.4M
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$36.4M
C
290
Certuity
Florida
$36.3M
SC
291
Scotia Capital
Ontario, Canada
$36.2M
UIM
292
USS Investment Management
United Kingdom
$36.1M
Daiwa Securities Group
293
Daiwa Securities Group
Japan
$35.2M
JPMIA
294
J.P. Marvel Investment Advisors
Massachusetts
$35.2M
VPIM
295
Vanguard Personalized Indexing Management
California
$35M
EI
296
Ethic Inc
New York
$35M
JFG
297
Jefferies Financial Group
New York
$34.6M
B
298
Bailard
California
$34.5M
VWM
299
Valley Wealth Managers
New Jersey
$34.4M
A
300
AustralianSuper
Australia
$34.3M