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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
WA
1951
WealthTrust Axiom
Pennsylvania
$314K
CBT
1952
Central Bank & Trust
Kentucky
$314K
OPTFSNA
1953
Old Point Trust & Financial Services N A
Virginia
$314K
EL
1954
EWA LLC
Pennsylvania
$314K
HL
1955
HeadInvest LLC
Maine
$314K
BO
1956
Bank OZK
Arkansas
$313K
OFS
1957
OneAscent Financial Services
Alabama
$313K
CCAM
1958
Cascades Capital Asset Management
North Carolina
$312K
MWM
1959
Maltin Wealth Management
New Jersey
$311K
SEP
1960
Southland Equity Partners
Missouri
$310K
BPW
1961
Bingham Private Wealth
California
$310K
CCA
1962
Carrera Capital Advisors
Michigan
$309K
GFA
1963
Grunden Financial Advisory
Texas
$309K
PWP
1964
Precedent Wealth Partners
Texas
$309K
VEA
1965
Virtus ETF Advisers
New York
$308K
CCG
1966
Catalina Capital Group
California
$307K
RPWA
1967
Regent Peak Wealth Advisors
Georgia
$307K
MWM
1968
Massachusetts Wealth Management
Massachusetts
$306K
WAM
1969
Weatherly Asset Management
California
$306K
NCM
1970
Noesis Capital Mangement
Florida
$304K
PPC
1971
Park Place Capital
Alabama
$304K
CMBA
1972
C.M. Bidwell & Associates
Hawaii
$303K
KFGK
1973
Keystone Financial Group (Kentucky)
Kentucky
$303K
AWM
1974
Aries Wealth Management
Maine
$303K
BAM
1975
Brave Asset Management
New Jersey
$302K