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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
MFG
426
Merit Financial Group
Georgia
$15.7M
CWM
427
Calamos Wealth Management
Illinois
$15.5M
LBC
428
Lowe Brockenbrough & Co
Virginia
$15.5M
WA
429
Waverly Advisors
Alabama
$15.5M
BPC
430
Banque Pictet & Cie
Switzerland
$15.1M
AF
431
Allworth Financial
California
$15M
TC
432
TwinBeech Capital
New York
$15M
FMI
433
F/M Investments
District of Columbia
$14.9M
MSU
434
Mizuho Securities USA
New York
$14.9M
AWM
435
Apollon Wealth Management
South Carolina
$14.8M
HWM
436
HB Wealth Management
Georgia
$14.7M
PAG
437
Private Advisor Group
New Jersey
$14.6M
HIC
438
Hartline Investment Corp
Illinois
$14.5M
MIG
439
McGuire Investment Group
Rhode Island
$14.4M
CCM
440
Cinctive Capital Management
New York
$14.4M
GAB
441
German American Bancorp
Indiana
$14.3M
GFG
442
Greystone Financial Group
Michigan
$14.3M
RT
443
Rockland Trust
Massachusetts
$14.3M
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$14.2M
Eagle Capital Management (New York)
445
Eagle Capital Management (New York)
New York
$14.1M
BCV
446
Banque Cantonale Vaudoise
Switzerland
$14.1M
CM
447
Castleark Management
Illinois
$14.1M
VIM
448
Vinva Investment Management
Australia
$14.1M
LS
449
Livforsakringsbolaget Skandia
Sweden
$14.1M
LFAS
450
Level Four Advisory Services
Texas
$14M