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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
AG
476
AIA Group
Hong Kong
$12.5M
ZIM
477
Zacks Investment Management
Illinois
$12.5M
HC
478
Hourglass Capital
Texas
$12.5M
DADC
479
D.A. Davidson & Co
Montana
$12.4M
LG
480
Leuthold Group
Minnesota
$12.4M
OCA
481
OpenArc Corporate Advisory
Georgia
$12.4M
HIMCH
482
Hartford Investment Management Co (HIMCO)
Connecticut
$12.4M
NAAA
483
New Age Alpha Advisors
New York
$12.4M
UBP
484
Union Bancaire Privee
Switzerland
$12.4M
NG
485
NatWest Group
United Kingdom
$12.3M
Twin Tree Management
486
Twin Tree Management
Texas
$12.3M
AIMC
487
Alley Investment Management Company
Illinois
$12.2M
LOAMS
488
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.1M
CCM
489
Coldstream Capital Management
Washington
$12.1M
PAS
490
Park Avenue Securities
New York
$12.1M
DA
491
DCM Advisors
New York
$12.1M
PCH
492
Polar Capital Holdings
United Kingdom
$12M
Simplex Trading
493
Simplex Trading
Illinois
$11.9M
JWBC
494
J.W. Burns & Co
New York
$11.8M
EF
495
Empirical Finance
Pennsylvania
$11.8M
VVP
496
Venture Visionary Partners
Ohio
$11.8M
VAS
497
Vestmark Advisory Solutions
Massachusetts
$11.6M
EARNEST Partners
498
EARNEST Partners
Georgia
$11.6M
PAMP
499
Polar Asset Management Partners
Ontario, Canada
$11.6M
ECM
500
ExodusPoint Capital Management
New York
$11.5M