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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
Fiera Capital (Canada)
2101
Fiera Capital (Canada)
Quebec, Canada
$241K
FWP
2102
Flatrock Wealth Partners
California
$240K
GWM
2103
GK Wealth Management
Nevada
$240K
TWM
2104
Tortuga Wealth Management
California
$240K
AWA
2105
Argos Wealth Advisors
California
$239K
OCM
2106
Orleans Capital Management
Louisiana
$239K
PSB
2107
Piscataqua Savings Bank
New Hampshire
$239K
SFG
2108
Shum Financial Group
California
$239K
DWM
2109
Drive Wealth Management
Utah
$238K
TFS
2110
Thoroughbred Financial Services
Tennessee
$237K
USWIA
2111
UP Strategic Wealth Investment Advisors
Pennsylvania
$236K
EP
2112
E6 Portfolios
Utah
$236K
TC
2113
Tannin Capital
North Carolina
$236K
HCM
2114
Hall Capital Management
Rhode Island
$235K
AWP
2115
Axis Wealth Partners
Rhode Island
$235K
SPWG
2116
Syntegra Private Wealth Group
Missouri
$235K
BEC
2117
Blue Edge Capital
Virginia
$234K
PCM
2118
Pointe Capital Management
Michigan
$234K
HCMG
2119
Howard Capital Management Group
California
$234K
CFS
2120
CRA Financial Services
New Jersey
$234K
MWA
2121
Motive Wealth Advisors
Michigan
$233K
TAM
2122
Trillium Asset Management
Massachusetts
$233K
FVWA
2123
Foster Victor Wealth Advisors
South Carolina
$233K
SI
2124
Saxon Interests
Texas
$232K
KFA
2125
Krane Funds Advisors
New York
$232K