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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
CFS
2351
Compass Financial Services
Iowa
$41.2K
SR
2352
Swiss Re
Switzerland
$40.8K
IWP
2353
IAG Wealth Partners
Wisconsin
$38.9K
AW
2354
Avion Wealth
Texas
$38K
DCM
2355
Davis Capital Management
Florida
$37.6K
FMTCOCP
2356
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K
ACM
2357
Anfield Capital Management
California
$36K
CAM
2358
Close Asset Management
United Kingdom
$36K
NWMP
2359
Noble Wealth Management PBC
Colorado
$35.9K
BHWM
2360
Beaird Harris Wealth Management
Texas
$35.8K
MIM
2361
MTM Investment Management
South Carolina
$35.5K
WOSD
2362
WFA of San Diego
California
$35.5K
DF
2363
Dunhill Financial
United Kingdom
$33.7K
ECA
2364
Elevated Capital Advisors
Utah
$33.3K
HNW
2365
High Note Wealth
Minnesota
$33.2K
EPIMS
2366
Evelyn Partners Investment Management Services
$32.8K
BC
2367
Broadwater Capital
Massachusetts
$32.5K
CFM
2368
Cornerstone Financial Management
Massachusetts
$31.6K
MSWM
2369
Mowery & Schoenfeld Wealth Management
Illinois
$31.3K
RTL
2370
Red Tortoise LLC
Georgia
$31.2K
PSFG
2371
Park Square Financial Group
Georgia
$31.2K
AIC
2372
Archer Investment Corporation
Indiana
$31K
WIM
2373
Westside Investment Management
California
$31K
NWS
2374
Nvest Wealth Strategies
Ohio
$30.9K
Q1WB
2375
Quest 10 Wealth Builders
Virginia
$29.5K