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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
YCM
351
Yousif Capital Management
Michigan
$27M
NAM
352
Nissay Asset Management
Japan
$26.9M
AP
353
Appleton Partners
Massachusetts
$26.9M
CII
354
Capital International Inc
California
$26.6M
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$26.4M
Verition Fund Management
356
Verition Fund Management
Connecticut
$26.2M
ATC
357
Argent Trust Co
Tennessee
$26.1M
PTPFOECYE
358
PBU - The Pension Fund of Early Childhood & Youth Educators
$26.1M
P
359
&Partners
Tennessee
$26M
MOACM
360
Mutual of America Capital Management
New York
$25.9M
KAS
361
Kestra Advisory Services
Texas
$25.9M
PFPG
362
Pinnacle Financial Partners (Georgia)
Georgia
$25.9M
LP
363
Longaeva Partners
Illinois
$25.4M
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$24.9M
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$24.6M
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$24.5M
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$24.4M
BM
368
Bridger Management
New York
$24.3M
DILIC
369
Dai-ichi Life Insurance Company
Japan
$23.8M
TCM
370
Telos Capital Management
California
$23.6M
CIS
371
Connors Investor Services
Pennsylvania
$23.5M
CF
372
Covea Finance
France
$23.1M
GAM
373
Generali Asset Management
Italy
$22.9M
Mirae Asset Global ETFs Holdings
374
Mirae Asset Global ETFs Holdings
Hong Kong
$22.8M
OHIS
375
Oak Harvest Investment Services
Texas
$22.6M