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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
LW
551
Linscomb Wealth
Texas
$8.77M
CIG
552
Consolidated Investment Group
Colorado
$8.74M
MGP
553
Metis Global Partners
California
$8.73M
XWM
554
Xcel Wealth Management
Florida
$8.71M
JIC
555
Joel Isaacson & Co
New York
$8.63M
MR
556
Munich Reinsurance
$8.54M
VT
557
Vise Technologies
New York
$8.52M
UCFA
558
United Capital Financial Advisors
Texas
$8.51M
SP
559
Sarasin & Partners
United Kingdom
$8.45M
ALMGDA
560
AG2R La Mondiale Gestion d'Actifs
France
$8.44M
ERWM
561
Elk River Wealth Management
Colorado
$8.39M
UOTTAIMCU
562
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.38M
HAI
563
Hennessy Advisors Inc
California
$8.34M
DWM
564
Dakota Wealth Management
Florida
$8.34M
BGDI
565
BW Gestao de Investimentos
Brazil
$8.33M
NC
566
Nightview Capital
Texas
$8.32M
PCM
567
Pinnbrook Capital Management
New York
$8.32M
GVAG
568
Great Valley Advisor Group
Delaware
$8.31M
WHGC
569
Wealth High Governance Capital
Brazil
$8.3M
Kovitz Investment Group Partners
570
Kovitz Investment Group Partners
Illinois
$8.24M
IAN
571
Integrated Advisors Network
Texas
$8.15M
TRCT
572
Tower Research Capital (TRC)
New York
$8.15M
HI
573
Hoey Investments
Pennsylvania
$8.14M
CCP
574
Cunning Capital Partners
North Carolina
$8.13M
TS
575
Triglav Skladi
Slovenia
$8.09M