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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
PWP
1851
Phillips Wealth Planners
Mississippi
$359K
PCP
1852
Proficio Capital Partners
Massachusetts
$359K
IRP
1853
Investment Research Partners
Pennsylvania
$359K
CIM
1854
Cambria Investment Management
California
$359K
MGIA
1855
Matthew Goff Investment Advisor
Texas
$358K
TWM
1856
TopTier Wealth Management
Wisconsin
$358K
IFA
1857
Interactive Financial Advisors
Illinois
$356K
EP
1858
Ehrenkranz Partners
New York
$355K
IPAM
1859
Investment Partners Asset Management
New Jersey
$355K
MIM
1860
Merrion Investment Management
New Jersey
$355K
PRI
1861
Prepared Retirement Institute
Pennsylvania
$355K
LWM
1862
LeConte Wealth Management
Tennessee
$354K
KOC
1863
Koss-Olinger Consulting
Florida
$354K
GRR
1864
Golden Reserve Retirement
Ohio
$353K
CS
1865
Capital Square
Tennessee
$353K
TWM
1866
TCFG Wealth Management
California
$352K
TA
1867
TruWealth Advisors
Louisiana
$352K
RPCA
1868
Running Point Capital Advisors
California
$352K
WR
1869
WD Rutherford
Oregon
$352K
SFGM
1870
Stonebridge Financial Group (Missouri)
Missouri
$350K
SWM
1871
Silverlake Wealth Management
Vermont
$350K
MM
1872
MQS Management
New York
$349K
CWA
1873
Consilio Wealth Advisors
Washington
$348K
TCM
1874
Traynor Capital Management
Pennsylvania
$348K
GHA
1875
Granite Harbor Advisors
Texas
$347K