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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
BCP
401
Blue Chip Partners
Michigan
$18.2M
SPIA
402
Steward Partners Investment Advisory
New York
$18.1M
MAM
403
Madison Asset Management
Wisconsin
$17.9M
Walleye Capital
404
Walleye Capital
New York
$17.9M
Diamond Hill Capital Management
405
Diamond Hill Capital Management
Ohio
$17.8M
HNB
406
Huntington National Bank
Ohio
$17.7M
BAMF
407
BI Asset Management Fondsmaeglerselskab
Denmark
$17.7M
IMCOOI
408
Investment Management Corp of Ontario (IMCO)
Canada
$17.7M
FA
409
Fiduciary Alliance
South Carolina
$17.5M
AAIM
410
American Assets Investment Management
California
$17.3M
HR
411
Howe & Rusling
New York
$17.3M
TA
412
Trivest Advisors
Hong Kong
$17.2M
GHA
413
GW Henssler & Associates
Georgia
$17.1M
BBI
414
Baxter Bros Inc
Connecticut
$16.9M
Pacer Advisors
415
Pacer Advisors
Pennsylvania
$16.8M
CWP
416
Cyndeo Wealth Partners
Florida
$16.6M
BCI
417
Brinker Capital Investments
Pennsylvania
$16.5M
OIMU
418
Osmosis Investment Management UK
United Kingdom
$16.4M
Nomura Holdings
419
Nomura Holdings
Japan
$16.3M
AC
420
Allstate Corporation
Illinois
$16.1M
VFM
421
Viking Fund Management
North Dakota
$16M
KI
422
KTF Investments
California
$15.9M
KA
423
Kintegral Advisory
New York
$15.9M
A
424
Allianz
Germany
$15.8M
AF
425
Avanza Fonder
Sweden
$15.8M