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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
PHAM
1901
Palisades Hudson Asset Management
Florida
$333K
OPCM
1902
Osborne Partners Capital Management
California
$333K
TAFW
1903
Tred Avon Family Wealth
Maryland
$333K
BHIA
1904
Birch Hill Investment Advisors
Massachusetts
$332K
SPC
1905
Spirepoint Private Client
Florida
$332K
LWM
1906
LJI Wealth Management
Indiana
$332K
KWMG
1907
King Wealth Management Group
Florida
$332K
WCM
1908
Wedge Capital Management
North Carolina
$332K
JCM
1909
J2 Capital Management
Michigan
$332K
FFC
1910
Frederick Financial Consultants
Maryland
$331K
MFP
1911
Meramec Financial Planners
Missouri
$331K
TWP
1912
Tyche Wealth Partners
Texas
$330K
WA
1913
WP Advisors
California
$330K
GIM
1914
Gold Investment Management
Alberta, Canada
$329K
MIC
1915
Means Investment Company
Maine
$328K
BWM
1916
BKM Wealth Management
Wisconsin
$328K
SP
1917
Stonebrook Private
Michigan
$328K
LI
1918
Lafayette Investments
Maryland
$328K
EW
1919
Expressive Wealth
Illinois
$326K
OC
1920
Opal Capital
Florida
$326K
KBFS
1921
Kohmann Bosshard Financial Services
Ohio
$325K
PTFIS
1922
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$325K
DOA
1923
D'Orazio & Associates
Virginia
$324K
AGC
1924
August Group Capital
$324K
PK
1925
Pflug Koory
Nebraska
$324K