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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
RA
2051
Ransom Advisory
Rhode Island
$261K
1WA
2052
180 Wealth Advisors
Washington
$260K
TCM
2053
TABR Capital Management
California
$260K
SSC
2054
Syverson Strege & Co
Iowa
$260K
LRIC
2055
Long Road Investment Counsel
Michigan
$259K
T
2056
TrustBank
Illinois
$259K
CRI
2057
Colonial River Investments
Virginia
$259K
RWI
2058
Red Wave Investments
Pennsylvania
$258K
LAMC
2059
Longview Asset Management (California)
California
$258K
BW
2060
BIP Wealth
Georgia
$257K
HIP
2061
Harrell Investment Partners
Texas
$257K
CFS
2062
Coordinated Financial Services
Colorado
$257K
LWA
2063
Lineweaver Wealth Advisors
Ohio
$257K
PAG
2064
Powers Advisory Group
Illinois
$256K
NWA
2065
New World Advisors
Massachusetts
$255K
GA
2066
Goldstein Advisors
Wisconsin
$255K
BGAI
2067
Bruce G. Allen Investments
Colorado
$254K
MCM
2068
Manchester Capital Management
Vermont
$254K
TCOO
2069
Trust Company of Oklahoma
Oklahoma
$253K
EWM
2070
EPG Wealth Management
Georgia
$253K
FWP
2071
Firethorn Wealth Partners
Georgia
$253K
MF
2072
Meridian Financial
Massachusetts
$253K
AFG
2073
ABLE Financial Group
Arizona
$252K
SWP
2074
ShoreHaven Wealth Partners
New Jersey
$252K
DCBT
2075
Dakota Community Bank & Trust
North Dakota
$251K