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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
SN
2301
Sittner & Nelson
Oregon
$77.9K
DPW
2302
DiNuzzo Private Wealth
Pennsylvania
$77.4K
AEPWM
2303
Atlantic Edge Private Wealth Management
Florida
$76.3K
VWA
2304
VSM Wealth Advisory
Maryland
$76.2K
WA
2305
Westfuller Advisors
New York
$73.5K
RS
2306
Rakuten Securities
Japan
$73.1K
TLCM
2307
Twin Lakes Capital Management
California
$72.4K
BCM
2308
Boreal Capital Management
Florida
$71.7K
FWA
2309
Flagship Wealth Advisors
Massachusetts
$70.3K
AWM
2310
Activest Wealth Management
Florida
$69.4K
FNWA
2311
Financial Network Wealth Advisors
Utah
$68.3K
GA
2312
GoalVest Advisory
New York
$67.5K
MFT
2313
Moisand Fitzgerald Tamayo
Florida
$66.9K
RF
2314
Roxbury Financial
New Jersey
$66.6K
EIM
2315
Essex Investment Management
Massachusetts
$64.4K
ETS
2316
ESL Trust Services
New York
$63.9K
AFC
2317
Ares Financial Consulting
California
$63.2K
1CP
2318
1015 Capital Partners
Pennsylvania
$60.2K
DFA
2319
DHJJ Financial Advisors
Illinois
$60K
DWM
2320
Dogwood Wealth Management
Kansas
$60K
GWM
2321
Greenline Wealth Management
Florida
$59.8K
CWMS
2322
CFG Wealth Management Services
Indiana
$58.2K
TM
2323
Torren Management
California
$57.6K
LWANC
2324
Laurel Wealth Advisors (North Carolina)
North Carolina
$57.3K
HIIFS
2325
Harel Insurance Investments & Financial Services
Israel
$55K