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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
KG
2326
Kilter Group
New York
$53.8K
MCA
2327
Maryland Capital Advisors
Maryland
$53.3K
SIC
2328
SJS Investment Consulting
Ohio
$51.7K
PP
2329
Paladin Partners
Wisconsin
$51.3K
MWA
2330
Miller Wealth Advisors
Colorado
$50.6K
BAM
2331
Byrne Asset Management
New Jersey
$50.4K
TFG
2332
Team Financial Group
California
$49K
MWA
2333
Medallion Wealth Advisors
Connecticut
$48.8K
AIM
2334
Access Investment Management
Georgia
$48.2K
FIM
2335
FWL Investment Management
Texas
$47.9K
HFM
2336
Hartford Financial Management
Connecticut
$47.8K
TWD
2337
True Wealth Design
Ohio
$47.4K
MO
2338
McMillan Office
Michigan
$47.4K
AWM
2339
Abound Wealth Management
Tennessee
$47.3K
BTC
2340
Bank & Trust Company
Illinois
$47K
HHMI
2341
Howard Hughes Medical Institute
Maryland
$46.3K
HWP
2342
Highline Wealth Partners
California
$46.2K
RWM
2343
RMG Wealth Management
Wisconsin
$45.3K
EF
2344
Entrust Financial
Pennsylvania
$43K
EAM
2345
Eukles Asset Management
Ohio
$42.4K
MCA
2346
McGuire Capital Advisors
Oklahoma
$42.4K
MAM
2347
Meeder Asset Management
Ohio
$42.1K
GAFA
2348
Garton & Associates Financial Advisors
Kentucky
$42K
BFP
2349
Birchwood Financial Partners
Minnesota
$41.9K
MAM
2350
Marquette Asset Management
Minnesota
$41.2K