We are live on ! Find out more
MS icon

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
IG
526
ING Group
Netherlands
$10.1M
RBI
527
Raiffeisen Bank International
Austria
$10.1M
NMERB
528
New Mexico Educational Retirement Board
New Mexico
$9.96M
BCM
529
Becker Capital Management
Oregon
$9.92M
GCA
530
Greenwood Capital Associates
South Carolina
$9.91M
PA
531
Parallel Advisors
California
$9.9M
HH
532
Hilltop Holdings
Texas
$9.75M
Loomis, Sayles & Company
533
Loomis, Sayles & Company
Massachusetts
$9.61M
CL
534
Choreo LLC
Illinois
$9.55M
SFI
535
Siemens Fonds Invest
Germany
$9.53M
TL
536
Tradewinds LLC
North Carolina
$9.51M
OSNBOA
537
Old Second National Bank of Aurora
Illinois
$9.37M
JWM
538
Jupiter Wealth Management
Colorado
$9.36M
SCM
539
Sterling Capital Management
North Carolina
$9.33M
HVIA
540
Hudson Valley Investment Advisors
New York
$9.3M
SIM
541
Stratos Investment Management
Ohio
$9.25M
PWP
542
Private Wealth Partners
California
$9.2M
WPIC
543
White Pine Investment Company
Michigan
$9.11M
LSWM
544
Lorne Steinberg Wealth Management
Canada
$9.09M
GLF
545
Groupe la Francaise
France
$9.09M
DT
546
Diversified Trust
Tennessee
$9.03M
MPA
547
Marvin & Palmer Associates
Delaware
$9.02M
PWMAG
548
Pinnacle Wealth Management Advisory Group
New Jersey
$8.97M
PSP
549
Principal Street Partners
Tennessee
$8.93M
FNT
550
First National Trust
Pennsylvania
$8.79M