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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
MPW
2426
MASECO Private Wealth
$14.6K
RF
2427
Rossby Financial
Florida
$14.4K
OC
2428
Optima Capital
Oregon
$14.2K
SHIM
2429
Stone House Investment Management
Pennsylvania
$14.2K
WWA
2430
Wealth Watch Advisors
Colorado
$14.2K
CTWM
2431
Cherry Tree Wealth Management
Minnesota
$13.8K
AIM
2432
Arcadia Investment Management
Michigan
$13.7K
CTB
2433
Country Trust Bank
Illinois
$13.5K
TCM
2434
TD Capital Management
Tennessee
$13.3K
FCT
2435
First Community Trust
Iowa
$13K
CWA
2436
Carolina Wealth Advisors
South Carolina
$13K
CCMI
2437
Creative Capital Management Investments
California
$12.8K
HFS
2438
Horizon Financial Services
North Carolina
$12.4K
BGA
2439
Battery Global Advisors
Massachusetts
$12.3K
FCAS
2440
First Command Advisory Services
Texas
$12.1K
FC
2441
Financial Consulate
Maryland
$11.9K
CFG
2442
Clayton Financial Group
Missouri
$11.9K
T
2443
Tidemark
California
$11.5K
QL
2444
Quarry LP
New York
$11.5K
GWSA
2445
Global Wealth Strategies & Associates
Colorado
$10.7K
FRA
2446
Front Row Advisors
California
$10.7K
BW
2447
Basepoint Wealth
Iowa
$10.5K
TAM
2448
Tucker Asset Management
Colorado
$10.3K
HIW
2449
Holos Integrated Wealth
Pennsylvania
$10.2K
FW
2450
Fairway Wealth
Ohio
$10.1K