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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
HP
2226
Havemeyer Place
Connecticut
$167K
EFMH
2227
E Fund Management (HK)
Hong Kong
$167K
HCM
2228
Hollencrest Capital Management
California
$165K
CSC
2229
Caldwell Sutter Capital
California
$164K
BWL
2230
Bogart Wealth LLC
Virginia
$163K
WSC
2231
Wellington Shields & Co
New York
$162K
CFD
2232
Creative Financial Designs
Indiana
$158K
GF
2233
GGM Financials
Ohio
$157K
OAJ
2234
Ogorek Anthony Joseph
New York
$157K
CAM
2235
Chesapeake Asset Management
New York
$157K
GWS
2236
Greykasell Wealth Strategies
California
$156K
HDIM
2237
Hanson & Doremus Investment Management
Vermont
$156K
MA
2238
Modus Advisors
Minnesota
$153K
KA
2239
Kozak & Associates
Colorado
$152K
LI
2240
LRI Investments
Florida
$152K
AA
2241
Ancora Advisors
Ohio
$147K
WA
2242
WPG Advisers
Maryland
$145K
SA
2243
SRH Advisors
Kansas
$145K
TIM
2244
Thompson Investment Management
Wisconsin
$143K
HWA
2245
HHM Wealth Advisors
Tennessee
$143K
GG
2246
Gleason Group
Kentucky
$142K
PCC
2247
Park Circle Company
Maryland
$142K
RCM
2248
Raleigh Capital Management
North Carolina
$142K
CWM
2249
Cranbrook Wealth Management
Michigan
$138K
HNB
2250
Hilltop National Bank
Wyoming
$133K