We are live on ! Find out more
MS icon

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
FC
2026
Financial Council
Maryland
$274K
BNA
2027
BankChampaign National Association
Illinois
$274K
CW
2028
Channel Wealth
California
$274K
SFB
2029
STAR Financial Bank
Indiana
$274K
ATS
2030
Ashton Thomas Securities
New York
$273K
SIS
2031
Sound Income Strategies
Florida
$273K
BLC
2032
Brown, Lisle/Cummings
Rhode Island
$272K
BWP
2033
Baldwin Wealth Partners
Massachusetts
$272K
DAC
2034
Dividend Assets Capital
South Carolina
$272K
FA
2035
FDx Advisors
Illinois
$271K
MLFP
2036
MPS Loria Financial Planners
Illinois
$270K
FC
2037
Fusion Capital
South Carolina
$270K
BW
2038
Bravera Wealth
North Dakota
$268K
AIA
2039
AssuredPartners Investment Advisors
Florida
$268K
BSSFA
2040
Baron Silver Stevens Financial Advisors
Florida
$268K
CWS
2041
Confluence Wealth Services
Pennsylvania
$268K
CAM
2042
Cozad Asset Management
Illinois
$268K
WA
2043
Wealth Architects
California
$268K
ACP
2044
Aviance Capital Partners
Florida
$268K
KA
2045
Kearns & Associates
California
$266K
JEST
2046
JTC Employer Solutions Trustee
Jersey
$266K
RWMG
2047
Redwood Wealth Management Group
New Jersey
$266K
FWP
2048
Falcon Wealth Planning
California
$265K
FGA
2049
Fortis Group Advisors
New Jersey
$264K
FCM
2050
Fortis Capital Management
Washington
$263K