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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
MIA
2276
MeadowBrook Investment Advisors
Michigan
$102K
FUBT
2277
First United Bank & Trust
Maryland
$101K
BL
2278
BFSG LLC
California
$99.4K
FFC
2279
First Financial Corp
Indiana
$98.4K
OP
2280
ORG Partners
Indiana
$96K
CW
2281
Curio Wealth
Maryland
$95.7K
DWA
2282
Delos Wealth Advisors
Texas
$94.3K
TCM
2283
Tradewinds Capital Management
Washington
$92.7K
OWP
2284
ORG Wealth Partners
Texas
$91.2K
ME
2285
McIlrath & Eck
Washington
$91.1K
CIAS
2286
CBIZ Investment Advisory Services
Ohio
$89.1K
AF
2287
Aviso Financial
Ontario, Canada
$88.8K
CC
2288
Corsicana & Co
Texas
$88.8K
DT
2289
DV Trading
Illinois
$88.8K
USB
2290
Union Savings Bank
Connecticut
$88.6K
BGC
2291
Beutel, Goodman & Co
Ontario, Canada
$88K
SC
2292
Solstein Capital
California
$87.5K
MSWA
2293
Marshall & Sterling Wealth Advisors
New York
$87K
CPG
2294
Cornerstone Planning Group
New Jersey
$86.1K
KAS
2295
Kemnay Advisory Services
New York
$84.3K
AAG
2296
Accordant Advisory Group
Maryland
$83.4K
IAS
2297
IMA Advisory Services
Colorado
$80.2K
PGAM
2298
Princeton Global Asset Management
New Jersey
$79.4K
BCM
2299
Basso Capital Management
Connecticut
$78.8K
PWA
2300
Provenance Wealth Advisors
Florida
$78.6K