Morgan Stanley
2,460 hedge funds and large institutions have $239B invested in Morgan Stanley in 2025 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 952 increasing their positions, 823 reducing their positions, and 79 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: $ → $
10% more funds holding
Funds holding: 2,246 → 2,460 (+214)
1.21% more ownership
Funds ownership: 83.45% → 84.67% (+1.2%)
30% less call options, than puts
Call options by funds: $2.9B | Put options by funds: $4.14B
Holders
2,460
Holding in Top 10
59
Calls
$2.9B
Puts
$4.14B
Top Buyers
| 1 | +$561M | |
| 2 | +$306M | |
| 3 | +$295M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$279M |
| 5 |
BlackRock
New York
|
+$264M |
Top Sellers
| 1 | -$1.13B | |
| 2 | -$842M | |
| 3 | -$637M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$480M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$315M |
