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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
IP
376
Interval Partners
New York
$22.4M
CAL
377
Capital Analysts LLC
Pennsylvania
$22.4M
AIP
378
ARS Investment Partners
New York
$22.3M
NIG
379
NFJ Investment Group
Texas
$22M
FNBT
380
FineMark National Bank & Trust
Florida
$21.5M
BMSSC
381
B. Metzler seel. Sohn & Co
Germany
$21.4M
CRC
382
Curi RMB Capital
Illinois
$21.4M
SOADOR
383
State of Alaska Department of Revenue
Alaska
$21.4M
PP
384
Prudential plc
United Kingdom
$20.9M
NIM
385
Nexus Investment Management
Ontario, Canada
$20.8M
EMPI
386
Elo Mutual Pension Insurance
Finland
$20.8M
JF
387
Jump Financial
Illinois
$20.5M
GI
388
GAMCO Investors
Connecticut
$20.5M
Capital Fund Management (CFM)
389
Capital Fund Management (CFM)
France
$20.3M
IMRF
390
Illinois Municipal Retirement Fund
Illinois
$20.2M
Envestnet Portfolio Solutions
391
Envestnet Portfolio Solutions
Illinois
$19.9M
NPT
392
Nixon Peabody Trust
Massachusetts
$19.8M
IC
393
IEQ Capital
California
$19.8M
LWM
394
Lyell Wealth Management
California
$19.5M
HTC
395
Haverford Trust Company
Pennsylvania
$19.2M
JCM
396
Janney Capital Management
Pennsylvania
$19.2M
BCM
397
BTC Capital Management
Iowa
$19M
LA
398
LBP AM
France
$19M
BF
399
BOK Financial
Oklahoma
$18.7M
NRC
400
New Republic Capital
North Carolina
$18.5M