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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
HPM
2001
Hoxton Planning & Management
West Virginia
$287K
WTB
2002
Washington Trust Bank
Washington
$286K
MWM
2003
MinichMacGregor Wealth Management
New York
$285K
EBSAM
2004
Eubel Brady & Suttman Asset Management
Ohio
$285K
GPFA
2005
Game Plan Financial Advisors
Ohio
$284K
MFS
2006
McNamara Financial Services
Massachusetts
$284K
OCM
2007
Objective Capital Management
Ohio
$284K
1IA
2008
1834 Investment Advisors
Wisconsin
$284K
FCA
2009
FLC Capital Advisors
California
$283K
TAM
2010
Titleist Asset Management
Texas
$281K
BWM
2011
Brown Wealth Management
Illinois
$280K
TFM
2012
TFC Financial Management
Massachusetts
$279K
PHS
2013
Pekin Hardy Strauss
Illinois
$279K
HNWA
2014
Henrickson Nauta Wealth Advisors
Michigan
$278K
SL
2015
Summitry LLC
California
$278K
NQWM
2016
Northwest Quadrant Wealth Management
Oregon
$278K
QPWM
2017
Quadrant Private Wealth Management
Pennsylvania
$277K
SGFG
2018
Silver Grove Financial Group
New York
$277K
REMPR
2019
Roof Eidam Maycock Peralta (REMP)
California
$277K
GIA
2020
GHP Investment Advisors
Colorado
$276K
PFG
2021
Pinnacle Financial Group
Illinois
$276K
FWP
2022
Fiduciary Wealth Partners
Massachusetts
$276K
VFG
2023
Valley Financial Group
Pennsylvania
$275K
NCM
2024
Novare Capital Management
North Carolina
$275K
LC
2025
Landaas & Company
Wisconsin
$274K