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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
SCM
2126
Sunbeam Capital Management
Georgia
$231K
CNTOF
2127
Canandaigua National Trust of Florida
New York
$231K
PG
2128
Patten Group
Tennessee
$230K
PFM
2129
Patton Fund Management
Texas
$230K
SFS
2130
Stiles Financial Services
Minnesota
$229K
TCWM
2131
Total Clarity Wealth Management
Illinois
$229K
CSA
2132
Cottage Street Advisors
Massachusetts
$228K
ACA
2133
Affinity Capital Advisors
California
$226K
LAIC
2134
Lederer & Associates Investment Counsel
California
$226K
CT
2135
Chicago Trust
Illinois
$226K
RCG
2136
Regatta Capital Group
California
$226K
MC
2137
Mirabaud & Cie
Switzerland
$225K
SL
2138
StoryOne LLC
Kansas
$224K
PS
2139
Planned Solutions
California
$223K
FA
2140
Fortis Advisors
Pennsylvania
$222K
PCA
2141
Private Capital Advisors
Connecticut
$222K
YDMI
2142
Y.D. More Investments
Israel
$222K
OL
2143
one8zero8 LLC
North Carolina
$222K
CFA
2144
Capstone Financial Advisors
Illinois
$222K
SC
2145
Stephenson & Company
California
$222K
NI
2146
Natural Investments
California
$221K
BWP
2147
BlueStem Wealth Partners
Minnesota
$221K
ML
2148
Mayport LLC
Massachusetts
$219K
CT
2149
Colonial Trust
South Carolina
$219K
ABTD
2150
Arvest Bank Trust Division
Oklahoma
$219K