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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
FFO
2251
Fortitude Family Office
Arizona
$130K
KFA
2252
Kelleher Financial Advisors
New York
$130K
MMCM
2253
Murphy & Mullick Capital Management
New York
$129K
AWM
2254
Ameliora Wealth Management
Switzerland
$129K
FA
2255
Fountainhead AM
New Jersey
$127K
1M
2256
1248 Management
Missouri
$127K
NSG
2257
Nalls Sherbakoff Group
Tennessee
$125K
HHGA
2258
Halbert Hargrove Global Advisors
California
$124K
WETS
2259
Wealth Enhancement Trust Services
South Dakota
$123K
CT
2260
Clearstead Trust
Maine
$123K
T
2261
TOBAM
France
$123K
SL
2262
Salomon & Ludwin
Virginia
$123K
PMFA
2263
Plante Moran Financial Advisors
Michigan
$122K
BIA
2264
Bell Investment Advisors
California
$121K
DI
2265
DAGCO Inc
Ohio
$121K
JWM
2266
Jessup Wealth Management
Ohio
$119K
S
2267
Sachetta
Massachusetts
$118K
EPAM
2268
Evelyn Partners Asset Management
$116K
NL
2269
Navalign LLC
California
$113K
RP
2270
Rowlandmiller & Partners
Georgia
$108K
PWA
2271
Physician Wealth Advisors
Utah
$108K
HIMS
2272
Hager Investment Management Services
New Hampshire
$107K
UFPG
2273
United Financial Planning Group
New York
$104K
WG
2274
Wellington Group
Indiana
$104K
HCM
2275
Horrell Capital Management
Arkansas
$104K