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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
SAM
501
Socorro Asset Management
Texas
$11.2M
PFM
502
Premier Fund Managers
United Kingdom
$11.1M
MA
503
Montag & Associates
Georgia
$11M
LIP
504
Liontrust Investment Partners
United Kingdom
$11M
LSERS
505
Louisiana State Employees Retirement System
Louisiana
$11M
AG
506
Advocate Group
Minnesota
$10.9M
GI
507
GLOBALT Investments
Georgia
$10.9M
GIBU
508
Gulf International Bank (UK)
United Kingdom
$10.8M
AFG
509
Albion Financial Group
Utah
$10.8M
TI
510
Tidal Investments
Wisconsin
$10.7M
LNWTC
511
Laird Norton Wetherby Trust Company
Washington
$10.7M
ISB
512
Iowa State Bank
Iowa
$10.6M
Jones Financial Companies
513
Jones Financial Companies
Missouri
$10.5M
BP
514
Ballentine Partners
Massachusetts
$10.5M
GC
515
Guggenheim Capital
Illinois
$10.5M
IIM
516
Intact Investment Management
Quebec, Canada
$10.4M
MYIA
517
Mount Yale Investment Advisors
Colorado
$10.3M
CG
518
Caprock Group
Idaho
$10.3M
TCA
519
Trifecta Capital Advisors
Illinois
$10.3M
Assenagon Asset Management
520
Assenagon Asset Management
Luxembourg
$10.2M
MSRPS
521
Maryland State Retirement & Pension System
Maryland
$10.2M
NA
522
Nordwand Advisors
Pennsylvania
$10.2M
BA
523
Baugh & Associates
Georgia
$10.1M
EP
524
Edgestream Partners
New Jersey
$10.1M
AAM
525
Aureus Asset Management
Massachusetts
$10.1M