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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
3IP
1376
3Chopt Investment Partners
Virginia
$627K -$5.91K -40 -1%
NPA
1377
Nichols & Pratt Advisers
Massachusetts
$627K -$221K -1,500 -28%
AIM
1378
Allen Investment Management
New York
$627K – – –
TW
1379
TritonPoint Wealth
Maryland
$619K +$14K +95 +3%
SMWM
1380
Silvia McColl Wealth Management
California
$617K -$28.1K -190 -5%
PEA
1381
Park Edge Advisors
Ohio
$616K -$39.7K -269 -6%
SCM
1382
SOL Capital Management
Maryland
$616K – – –
BAM
1383
Broyhill Asset Management
North Carolina
$614K -$7.38K -50 -1%
SWM
1384
Segment Wealth Management
Texas
$614K +$7.38K +50 +1%
AO
1385
Advisor OS
Illinois
$613K +$15.4K +104 +3%
CBT
1386
Crews Bank & Trust
Florida
$613K – – –
KSB
1387
Kennebec Savings Bank
Maine
$613K +$122K +826 +27%
JCM
1388
Jacobi Capital Management
Pennsylvania
$610K +$2.36K +16 +0.4%
DJSG
1389
D.J. St. Germain
Massachusetts
$609K +$1.03K +7 +0.2%
BONST
1390
Bank of Nova Scotia Trust
Ontario, Canada
$609K – – –
ICP
1391
Impact Capital Partners
Colorado
$606K -$19.2K -130 -3%
CWM
1392
Centric Wealth Management
Illinois
$605K +$4.43K +30 +0.8%
CTC
1393
Cetera Trust Company
Minnesota
$605K – – –
VA
1394
Valmark Advisers
Ohio
$604K +$10.5K +71 +2%
UFF
1395
USA Financial Formulas
Michigan
$604K +$561K +3,797 New
FFG
1396
Frisch Financial Group
New York
$602K +$3.54K +24 +0.6%
BI
1397
Bolthouse Investments
California
$602K – – –
OFG
1398
Oxford Financial Group
Indiana
$600K +$338K +2,288 +154%
OFW
1399
Omnia Family Wealth
Florida
$598K -$1.92K -13 -0.3%
PFA
1400
Pure Financial Advisors
California
$598K +$54.9K +372 +11%
54 55
56
57 58

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.