Morgan Stanley
2,258 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 887 increasing their positions, 813 reducing their positions, and 109 closing their positions.
77% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 109
11% more capital invested
Capital invested by funds: $191B → $212B (+$21.2B)
4% more funds holding in top 10
Funds holding in top 10: 47 → 49 (+2)
2% more funds holding
Funds holding: 2,204 → 2,258 (+54)
9% more repeat investments, than reductions
Existing positions increased: 887 | Existing positions reduced: 813
0.85% less ownership
Funds ownership: 84.37% → 83.52% (-0.85%)
30% less call options, than puts
Call options by funds: $3.31B | Put options by funds: $4.71B
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$586M |
| 2 |
Millennium Management
New York
|
+$445M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$217M |
| 4 |
Barclays
London,
United Kingdom
|
+$170M |
| 5 |
JCM
Junto Capital Management
New York
|
+$158M |
Top Sellers
| 1 |
UBS AM
Chicago,
Illinois
|
-$310M |
| 2 |
JP Morgan Chase
New York
|
-$258M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$228M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$201M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$199M |
MS Hedge Fund Activity: Q3 2025 in Review
2,258 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2025, worth a combined $212B — up 11% from $191B a quarter earlier.
Buyers outnumbered sellers: 193 funds opened new MS positions and 109 closed out — a net gain of 84 holders — while 887 added to existing stakes and 813 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $586M. The largest seller was UBS AM, cutting an estimated $310M.
- 2,258 institutional investors held Morgan Stanley (MS) as of Q3 2025, up from 2,204 in Q2 2025.
- Funds reported $212B of Morgan Stanley stock for Q3 2025, up 11% quarter-over-quarter.
- 193 funds opened new Morgan Stanley positions in Q3 2025 and 109 closed out, a net change of +84 holders.
- The largest Morgan Stanley buyer in Q3 2025 was Fidelity Investments, an estimated $586M added.
- The largest Morgan Stanley seller in Q3 2025 was UBS AM, an estimated $310M sold.
Based on aggregated 13F filings for Q3 2025.