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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
EWA
2176
Evolution Wealth Advisors
Florida
$209K
SI
2177
Seeds Investor
New York
$209K
1WM
2178
1900 Wealth Management
Texas
$208K
VP
2179
Verum Partners
North Carolina
$207K
KIM
2180
Kestra Investment Management
Texas
$207K
SWA
2181
Strategic Wealth Advisors
Arizona
$207K
SAM
2182
Sherman Asset Management
California
$206K
WAAG
2183
Wealth Alliance Advisory Group
Kansas
$206K
WJA
2184
Willis Johnson & Associates
Texas
$205K
ST
2185
Spinnaker Trust
Maine
$205K
PAG
2186
Paladin Advisory Group
Iowa
$205K
WI
2187
Wedgewood Investors
Pennsylvania
$205K
CPW
2188
Cogent Private Wealth
Florida
$205K
W
2189
Wealthquest
Ohio
$205K
JSC
2190
Jackson Square Capital
California
$204K
UPS
2191
UHLMANN PRICE SECURITIES
Illinois
$204K
TA
2192
TPG Advisors
Illinois
$204K
AWM
2193
Aviso Wealth Management
Washington
$203K
KWA
2194
Kellett Wealth Advisors
Ohio
$203K
OC
2195
Oarsman Capital
Wisconsin
$203K
NAMNJ
2196
NorthStar Asset Management (New Jersey)
New Jersey
$202K
CFP
2197
Curran Financial Partners
South Carolina
$202K
SGK
2198
Steigerwald Gordon & Koch
Virginia
$202K
SWP
2199
Semus Wealth Partners
Florida
$202K
IF
2200
IRON Financial
Illinois
$202K