Morgan Stanley
2,531 hedge funds and large institutions have $239B invested in Morgan Stanley in 2025 Q4 according to their latest regulatory filings, with 397 funds opening new positions, 968 increasing their positions, 836 reducing their positions, and 82 closing their positions.
384% more first-time investments, than exits
New positions opened: 397 | Existing positions closed: 82
20% more funds holding in top 10
Funds holding in top 10: 50 → 60 (+10)
16% more repeat investments, than reductions
Existing positions increased: 968 | Existing positions reduced: 836
13% more capital invested
Capital invested by funds: $212B → $239B (+$27.4B)
12% more funds holding
Funds holding: 2,265 → 2,531 (+266)
1.3% more ownership
Funds ownership: 83.52% → 84.82% (+1.3%)
29% less call options, than puts
Call options by funds: $2.95B | Put options by funds: $4.18B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$561M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$295M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$279M |
| 4 |
BlackRock
New York
|
+$264M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$229M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.13B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$842M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$637M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$480M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$315M |
MS Hedge Fund Activity: Q4 2025 in Review
2,531 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2025, worth a combined $239B — up 13% from $212B a quarter earlier.
Buyers outnumbered sellers: 397 funds opened new MS positions and 82 closed out — a net gain of 315 holders — while 968 added to existing stakes and 836 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $561M. The largest seller was Capital International Investors, cutting an estimated $1.13B.
- 2,531 institutional investors held Morgan Stanley (MS) as of Q4 2025, up from 2,265 in Q3 2025.
- Funds reported $239B of Morgan Stanley stock for Q4 2025, up 13% quarter-over-quarter.
- 397 funds opened new Morgan Stanley positions in Q4 2025 and 82 closed out, a net change of +315 holders.
- The largest Morgan Stanley buyer in Q4 2025 was T. Rowe Price Associates, an estimated $561M added.
- The largest Morgan Stanley seller in Q4 2025 was Capital International Investors, an estimated $1.13B sold.
Based on aggregated 13F filings for Q4 2025.