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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
RMC
2076
Resources Management Corp
Connecticut
$251K
DW30
2077
Drucker Wealth 3.0
New Jersey
$251K
AWM
2078
Act Wealth Management
Texas
$251K
CFS
2079
Commonwealth Financial Services
West Virginia
$251K
WPP
2080
Whalerock Point Partners
Rhode Island
$250K
UAG
2081
United Advisor Group
Ohio
$250K
6F
2082
626 Financial
Michigan
$249K
QWM
2083
QP Wealth Management
New Jersey
$249K
BT
2084
Banque Transatlantique
France
$248K
ITIM
2085
Indiana Trust & Investment Management
Indiana
$247K
AFC
2086
Avise Financial Cooperative
California
$247K
SIG
2087
Sargent Investment Group
Maryland
$246K
WPA
2088
West Paces Advisors
Georgia
$246K
GPW
2089
Genesis Private Wealth
Virginia
$246K
BIM
2090
Bridges Investment Management
Nebraska
$245K
FCM
2091
Fire Capital Management
California
$244K
TIA
2092
Traphagen Investment Advisors
New Jersey
$243K
TPWA
2093
Twin Peaks Wealth Advisors
California
$243K
LCM
2094
Leisure Capital Management
California
$243K
CWG
2095
Crown Wealth Group
North Carolina
$243K
PGWM
2096
Pitti Group Wealth Management
New York
$243K
PAS
2097
PKS Advisory Services
New York
$243K
VC
2098
Vicus Capital
Pennsylvania
$241K
SCM
2099
Silvant Capital Management
Georgia
$241K
DM
2100
Diversified Management
Wisconsin
$241K