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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
WAM
2151
Walker Asset Management
Missouri
$218K
SMC
2152
Smith, Moore & Co
Missouri
$218K
JSAM
2153
J. Safra Asset Management
New York
$217K
ICA
2154
Infrastructure Capital Advisors
New York
$216K
WPW
2155
Watershed Private Wealth
Illinois
$215K
HAS
2156
HBW Advisory Services
California
$215K
DAM
2157
DLD Asset Management
New York
$214K
LOWM
2158
Laurel Oak Wealth Management
New Jersey
$214K
MWP
2159
Meridian Wealth Partners
Pennsylvania
$214K
FFB
2160
First Financial Bankshares
Texas
$213K
EWA
2161
Eagle Wealth Advisors
Connecticut
$213K
JFGLC
2162
Johnson Financial Group LLC (Colorado)
Colorado
$213K
TWA
2163
Trace Wealth Advisors
California
$213K
AIP
2164
Alexis Investment Partners
Texas
$213K
SIM
2165
SSI Investment Management
California
$212K
BW
2166
BXM Wealth
Colorado
$212K
CCG
2167
Coastwise Capital Group
California
$212K
WA
2168
WESPAC Advisors
California
$212K
WMWM
2169
Wilkins Miller Wealth Management
Alabama
$211K
JMFC
2170
J.M. Forbes & Co
Massachusetts
$211K
SFG
2171
Sunburst Financial Group
Alabama
$211K
BFG
2172
Beto Financial Group
Idaho
$210K
FWTB
2173
First Western Trust Bank
Colorado
$210K
TFCP
2174
Twin Focus Capital Partners
Massachusetts
$210K
MCC
2175
Money Concepts Capital
Florida
$210K