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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
SMA
1326
Seven Mile Advisory
New Jersey
$685K +$193K +1,310 +44%
PIA
1327
Perennial Investment Advisors
California
$685K -$52.6K -356 -8%
CW
1328
Code Waechter
Florida
$684K -$4.43K -30 -0.7%
PFT
1329
Providence First Trust
Arizona
$681K – – –
PCG
1330
Prosperity Consulting Group
Maryland
$681K +$110K +744 +21%
BP
1331
BNP Paribas
France
$679K – – –
SW
1332
Simplicity Wealth
New Jersey
$679K -$455K -3,080 -42%
TC
1333
TFR Capital
Texas
$679K -$34K -230 -5%
RDWM
1334
Red Door Wealth Management
Tennessee
$679K – – –
BCA
1335
Bay Capital Advisors
Virginia
$677K – – –
SRC
1336
Shufro Rose & Co
New York
$675K – – –
CAIM
1337
Catherine Avery Investment Management
Florida
$673K – – –
BTD
1338
BankPlus Trust Department
Mississippi
$673K – – –
MCA
1339
Millennium Capital Advisors
Arkansas
$670K – – –
GC
1340
GFG Capital
Florida
$667K – – –
PCM
1341
Prelude Capital Management
New York
$666K +$174K +1,176 +39%
MC
1342
Moors & Cabot
Massachusetts
$665K -$14K -95 -2%
EC
1343
EntryPoint Capital
New York
$665K +$618K +4,182 New
CSPIA
1344
Cary Street Partners Investment Advisory
Virginia
$665K +$20.1K +136 +3%
KIA
1345
Knollwood Investment Advisory
Maryland
$665K -$11.4K -77 -2%
FFBTD
1346
First Financial Bank - Trust Division
Ohio
$664K – – –
GAM
1347
Grandview Asset Management
Pennsylvania
$664K +$394K +2,670 +177%
FCG
1348
Fielder Capital Group
Tennessee
$661K +$1.92K +13 +0.3%
EFI
1349
EHP Funds Inc
Canada
$658K +$611K +4,141 New
DCM
1350
DGS Capital Management
New Jersey
$658K +$12.7K +86 +2%
52 53
54
55 56

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.