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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
UIM
2201
Unified Investment Management
Georgia
$202K
BWM
2202
BAM Wealth Management
Colorado
$201K
FA
2203
Faithward Advisors
Pennsylvania
$200K
GPI
2204
General Partner Inc
Pennsylvania
$197K
AI
2205
AXS Investments
New York
$195K
MEG
2206
Millstone Evans Group
Colorado
$192K
TFGT
2207
TS Financial Group (TSFG)
Illinois
$190K
C
2208
Covestor
United Kingdom
$190K
FMII
2209
Farmers & Merchants Investments Inc
Nebraska
$189K
WTA
2210
Washington Trust Advisors
Massachusetts
$186K
SWA
2211
SOA Wealth Advisors
New York
$181K
ISWM
2212
Intesa Sanpaolo Wealth Management
$180K
SMFG
2213
Sumitomo Mitsui Financial Group
Japan
$180K
SEP
2214
Signature Equity Partners
Ohio
$179K
CFG
2215
CKW Financial Group
Hawaii
$178K
CB
2216
Centennial Bank
Arkansas
$178K
CNBTD
2217
Citizens National Bank Trust Department
Mississippi
$178K
MMG
2218
Monetary Management Group
Missouri
$178K
RFS
2219
Richardson Financial Services
Massachusetts
$175K
HPWM
2220
High Point Wealth Management
New Jersey
$174K
KFAS
2221
Keating Financial Advisory Services
Kansas
$174K
MCM
2222
MV Capital Management
Maryland
$173K
CMA
2223
Cedar Mountain Advisors
Oregon
$172K
TC
2224
Trust Company
Kansas
$171K
EI
2225
eCIO Inc
Wisconsin
$167K