We are live on ! Find out more
MS icon

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
Brown Advisory
326
Brown Advisory
Maryland
$29.8M
NIM
327
NEOS Investment Management
Connecticut
$29.8M
OAM
328
OP Asset Management
$29.8M
CWM
329
CIBC World Markets
New York
$29.8M
PL
330
Perpetual Ltd
Australia
$29.7M
HPG
331
Harvest Portfolios Group
Ontario, Canada
$29.5M
SA
332
Sanctuary Advisors
Indiana
$29.2M
HIP
333
HUB Investment Partners
Texas
$29.1M
SCM
334
Shelton Capital Management
Colorado
$29M
Wealthfront Advisers
335
Wealthfront Advisers
California
$28.9M
MT
336
Midwest Trust
Kansas
$28.9M
MCM
337
MAI Capital Management
Ohio
$28.8M
RIM
338
Rakuten Investment Management
Japan
$28.5M
AssetMark Inc
339
AssetMark Inc
California
$28.5M
Lazard Asset Management
340
Lazard Asset Management
New York
$28.4M
SCM
341
SCS Capital Management
Massachusetts
$28.2M
PAI
342
Pittenger & Anderson Inc
Nebraska
$28.2M
AHB
343
Abner Herrman & Brock
New Jersey
$28.1M
William Blair & Company
344
William Blair & Company
Illinois
$27.8M
KPWS
345
Kestra Private Wealth Services
Texas
$27.7M
AV
346
ASR Vermogensbeheer
Netherlands
$27.7M
AWM
347
AE Wealth Management
Kansas
$27.5M
IMPI
348
Ilmarinen Mutual Pension Insurance
Finland
$27.3M
CCM
349
Copeland Capital Management
Pennsylvania
$27.2M
GT
350
Glenmede Trust
Pennsylvania
$27M