We are live on ! Find out more
MS icon

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
FFA
2401
Frazier Financial Advisors
Ohio
$19.4K
B
2402
Bayban
Minnesota
$19.4K
WCM
2403
Westend Capital Management
California
$19K
IWM
2404
IMG Wealth Management
Florida
$18.8K
NI
2405
NCP Inc
California
$18.3K
GCM
2406
Gables Capital Management
Florida
$18.3K
AT
2407
Arlington Trust
Alabama
$17.8K
ECM
2408
Estabrook Capital Management
New York
$17.8K
FDW
2409
Fourth Dimension Wealth
Ohio
$17.8K
JGIA
2410
Jackson Grant Investment Advisers
Connecticut
$17.8K
IPS
2411
Investors Portfolio Services
Washington
$17.8K
MBFW
2412
Morton Brown Family Wealth
Pennsylvania
$17.4K
ACA
2413
American Capital Advisory
Idaho
$17.4K
MSFP
2414
Mark Sheptoff Financial Planning
Connecticut
$17K
B
2415
Birchbrook
Maine
$16.9K
IW
2416
Imprint Wealth
South Carolina
$16.9K
SFG
2417
Strive Financial Group
Indiana
$16.3K
DWM
2418
Darwin Wealth Management
Florida
$16.2K
PWA
2419
Principia Wealth Advisory
Texas
$16.2K
PJC
2420
Phillip James Consulting
Minnesota
$16K
HFS
2421
Hughes Financial Services
Virginia
$15.6K
BHWM
2422
Bay Harbor Wealth Management
Maryland
$15.6K
QWM
2423
Quaker Wealth Management
New Jersey
$15.4K
AP
2424
Atwood & Palmer
Missouri
$15.1K
PP
2425
Pacifica Partners
Canada
$14.9K