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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
SC
2376
Stephens Consulting
Michigan
$28.8K
TCM
2377
Triumph Capital Management
Colorado
$28.6K
LWM
2378
Lodestone Wealth Management
Washington
$28.2K
PWMG
2379
Private Wealth Management Group
New Jersey
$28.1K
FPB
2380
First PREMIER Bank
South Dakota
$28K
AP
2381
Aspect Partners
Virginia
$27.9K
OW
2382
Olistico Wealth
Oklahoma
$27.3K
CIA
2383
Cape Investment Advisory
Georgia
$26.6K
RWA
2384
Redmont Wealth Advisors
Illinois
$25.2K
PUI
2385
Purpose Unlimited Inc
$25K
JGCM
2386
Joseph Group Capital Management
Ohio
$24.5K
SVCP
2387
Silicon Valley Capital Partners
California
$24.5K
1L
2388
10Elms LLP
Oklahoma
$24.3K
VWA
2389
Valued Wealth Advisors
Utah
$23K
WAG
2390
Wilkerson Advisory Group
Missouri
$22.5K
EWP
2391
Elevation Wealth Partners
California
$22.2K
VFM
2392
Vision Financial Markets
Connecticut
$22K
PCM
2393
Penserra Capital Management
California
$22K
KTC
2394
Kentucky Trust Company
Kentucky
$21.1K
EP
2395
Essential Partners
California
$20.6K
LFA
2396
LGT Financial Advisors
Texas
$20.6K
MWM
2397
Mascoma Wealth Management
New Hampshire
$20.6K
NRG
2398
Nemes Rush Group
Michigan
$20.1K
FPF
2399
First Pacific Financial
Washington
$19.8K
SA
2400
Seneschal Advisors
Washington
$19.7K