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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
YAL
2451
Your Advocates Ltd
Texas
$9.94K
IRAG
2452
Investment Research & Advisory Group
Georgia
$9.23K
FP
2453
Financial Perspectives
Minnesota
$9.12K
MAS
2454
MPWM Advisory Solutions
Georgia
$9.05K
PS
2455
PayPay Securities
Japan
$9.05K
KFG
2456
Kingdom Financial Group
Arizona
$9.05K
SA
2457
Strategic Advocates
Utah
$8.95K
CNBT
2458
Cornerstone National Bank & Trust
Illinois
$8.88K
SFAM
2459
Sawyer Falduto Asset Management
Illinois
$8.88K
SRCM
2460
Signature Resources Capital Management
California
$8.88K
MW
2461
Merited Wealth
Florida
$8.88K
TPBG
2462
Turning Point Benefit Group
Maryland
$8.34K
HHCP
2463
Hilton Head Capital Partners
South Carolina
$8.34K
CTA
2464
Colonial Trust Advisors
South Carolina
$8.17K
RWS
2465
Retirement Wealth Solutions
Wisconsin
$7.99K
GFA
2466
Godfrey Financial Associates
New York
$7.81K
WW
2467
Winnow Wealth
Texas
$7.65K
CJ
2468
Caitlin John
Michigan
$7.63K
CRI
2469
Commonwealth Retirement Investments
Virginia
$7.17K
BFS
2470
Bare Financial Services
Pennsylvania
$7.1K
AW
2471
Ankerstar Wealth
Texas
$7.1K
SG
2472
Sankala Group
Colorado
$6.99K
WA
2473
WestEnd Advisors
North Carolina
$6.92K
CAM
2474
Costello Asset Management
Pennsylvania
$6.39K
TFA
2475
Toth Financial Advisory
Virginia
$6.21K