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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
NWM
1926
Nolet Wealth Management
Texas
$324K
AI
1927
Auour Investments
Massachusetts
$323K
SAM
1928
Secure Asset Management
Michigan
$323K
VW
1929
Vantus Wealth
Pennsylvania
$322K
WAG
1930
Wallace Advisory Group
California
$322K
TW
1931
Tempo Wealth
Ohio
$322K
XPN
1932
XY Planning Network
Montana
$321K
DDC
1933
DF Dent & Co
Maryland
$320K
WHG
1934
Westwood Holdings Group
Texas
$320K
LCWP
1935
Legacy Capital Wealth Partners
Arkansas
$320K
AIM
1936
Athena Investment Management
California
$320K
DIP
1937
Davis Investment Partners
North Carolina
$320K
EW
1938
Entruity Wealth
California
$320K
NCM
1939
Neumann Capital Management
California
$320K
RC
1940
Reik & Co
New York
$320K
WCFA
1941
Walkner Condon Financial Advisors
Wisconsin
$319K
RAM
1942
Riggs Asset Management
Pennsylvania
$319K
4WM
1943
49 Wealth Management
Texas
$317K
HCWM
1944
Hidden Cove Wealth Management
Washington
$317K
WP
1945
Westmount Partners
California
$316K
BAM
1946
Blueshift Asset Management
New Jersey
$316K
HFP
1947
Holistic Financial Partners
Indiana
$316K
RFM
1948
Royal Fund Management
Florida
$316K
LFP
1949
Leeward Financial Partners
Washington
$315K
BSG
1950
Black Swift Group
Colorado
$315K