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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
FSA
1226
Fort Sheridan Advisors
Illinois
$852K +$15.2K +103 +2%
NFA
1227
Northern Financial Advisors
Michigan
$851K +$3.54K +24 +0.5%
CFG
1228
Cooper Financial Group
California
$847K +$41.3K +280 +6%
CWP
1229
Clark Wealth Partners
Illinois
$846K +$687K +4,655 +4,194%
CP
1230
Canopy Partners
Ohio
$845K +$13.6K +92 +2%
AIM
1231
Anchor Investment Management
South Carolina
$842K +$34.4K +233 +5%
RLIM
1232
Red Lighthouse Investment Management
New York
$840K -$25.3K -171 -3%
BWM
1233
Baron Wealth Management
Michigan
$837K +$7.38K +50 +1%
TFA
1234
Transamerica Financial Advisors
Florida
$837K -$4.13K -28 -0.5%
DWA
1235
Douglass Winthrop Advisors
New York
$835K -$37.7K -255 -5%
QWP
1236
Quotient Wealth Partners
Texas
$835K +$25K +169 +3%
CWM
1237
Cornerstone Wealth Management
Missouri
$833K +$110K +747 +17%
SFA
1238
Souders Financial Advisors
Ohio
$833K +$75K +508 +11%
IWM
1239
Integris Wealth Management
California
$831K – – –
APM
1240
a16z Perennial Management
California
$823K +$764K +5,175 New
HIA
1241
Harbor Investment Advisory
Maryland
$822K +$16.8K +114 +2%
WIC
1242
Woodmont Investment Counsel
Tennessee
$820K +$1.48K +10 +0.2%
FHA
1243
Flagship Harbor Advisors
Massachusetts
$819K +$86.1K +583 +13%
PWM
1244
Palacios Wealth Management
Florida
$819K – – –
KNW
1245
Kesler Norman & Wride
Utah
$818K -$910K -6,162 -49%
GCM
1246
Gibraltar Capital Management
Oklahoma
$818K – – –
VCM
1247
Vivaldi Capital Management
Illinois
$817K +$2.21K +15 +0.3%
BB
1248
Bell Bank
North Dakota
$816K – – –
UCB
1249
United Community Bank
South Carolina
$815K +$460K +3,114 +155%
SFS
1250
Strategic Financial Services
New York
$815K +$6.35K +43 +0.8%
48 49
50
51 52

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.