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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
IHL
1976
Investment House LLC
California
$302K
DE
1977
DV Equities
Illinois
$301K
KIG
1978
Kennedy Investment Group
New Jersey
$301K
DMBA
1979
Deseret Mutual Benefit Administrators
Utah
$301K
GPWM
1980
Grant Private Wealth Management
California
$300K
RA
1981
Rise Advisors
New York
$300K
CWM
1982
Centurion Wealth Management
Virginia
$299K
RPSA
1983
Richard P. Slaughter Associates
Texas
$299K
LWM
1984
Liberty Wealth Management
California
$298K
CCG
1985
Cypress Capital Group
Florida
$298K
SPWM
1986
Schrum Private Wealth Management
Florida
$296K
VAG
1987
VisionPoint Advisory Group
Texas
$296K
JIP
1988
Jaffetilchin Investment Partners
Florida
$296K
CG
1989
CFO4Life Group
Texas
$296K
BFO
1990
Biltmore Family Office
North Carolina
$295K
MGWM
1991
Marks Group Wealth Management
Minnesota
$294K
PSCM
1992
Per Stirling Capital Management
Texas
$293K
BWCS
1993
Beirne Wealth Consulting Services
Connecticut
$292K
AWA
1994
AGH Wealth Advisors
Kansas
$292K
AAG
1995
Armstrong Advisory Group
Massachusetts
$292K
CCWM
1996
Cassaday & Co Wealth Management
Virginia
$292K
PCH
1997
PGIM Custom Harvest
New Jersey
$290K
GGI
1998
Godsey & Gibb Inc
Virginia
$289K
TWA
1999
TCI Wealth Advisors
Arizona
$288K
WIM
2000
Warwick Investment Management
Texas
$288K