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Morgan Stanley
MS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
2,258
Holders Change
+54
Holders Change %
+2.45%
% of All Funds
29.64%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.64%
New
193
Increased
887
Reduced
813
Closed
109
Calls
$3.31B
Puts
$4.71B
Net Calls
-$1.4B
Net Calls Change
-$559M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$586M
2
Millennium Management
Millennium Management
New York
+$445M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$217M
4
Barclays
Barclays
United Kingdom
+$170M
5
JCM
Junto Capital Management
New York
+$158M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$310M
2
JP Morgan Chase
JP Morgan Chase
New York
-$258M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$228M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$201M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$199M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1151
Symmetry Investments
Jersey
$1.01M +$939K +6,360 New
RA
1152
RFG Advisory
Alabama
$1.01M -$405K -2,743 -30%
AUB
1153
Atlantic Union Bankshares
Virginia
$1.01M +$143K +968 +18%
CIC
1154
Cornercap Investment Counsel
Georgia
$995K -$15.5K -105 -2%
CWM
1155
Chicago Wealth Management
Illinois
$992K – – –
Los Angeles Capital Management
1156
Los Angeles Capital Management
California
$989K -$101K -687 -10%
CAIMH
1157
Central Asset Investments & Management Holdings
Hong Kong
$988K +$145K +985 +19%
RFA
1158
Resurgent Financial Advisors
Georgia
$986K -$343K -2,321 -27%
BHBT
1159
Burke & Herbert Bank & Trust
Virginia
$986K – – –
FAG
1160
Fortitude Advisory Group
Washington
$985K -$309K -2,093 -25%
LFA
1161
Legacy Financial Advisors
Kentucky
$981K +$2.07K +14 +0.2%
Capstone Investment Advisors
1162
Capstone Investment Advisors
New York
$981K -$2.24M -15,156 -71%
BMO
1163
Beck Mack & Oliver
New York
$974K – – –
RCAG
1164
Rehmann Capital Advisory Group
Michigan
$973K -$5.46K -37 -0.6%
AA
1165
Alta Advisers
United Kingdom
$972K – – –
LA
1166
LM Advisors
California
$970K – – –
SW
1167
SlateStone Wealth
Florida
$968K +$1.03K +7 +0.1%
EFS
1168
Essex Financial Services
Connecticut
$964K -$124K -842 -12%
BIG
1169
Brookwood Investment Group
Arizona
$963K +$419K +2,840 +88%
AWM
1170
Atticus Wealth Management
Florida
$962K +$285K +1,927 +47%
BWP
1171
BSW Wealth Partners
Colorado
$961K +$51.1K +346 +6%
AIA
1172
Affinity Investment Advisors
California
$961K -$34.6K -234 -4%
FFA
1173
First Foundation Advisors
California
$959K +$184K +1,248 +26%
LA
1174
LVW Advisors
New York
$959K -$9.15K -62 -1%
ERIC
1175
Eagle Rock Investment Company
Georgia
$954K – – –
45 46
47
48 49

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.