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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
HWMG
1576
Hurlow Wealth Management Group
Indiana
$412K – – –
LIG
1577
Lokken Investment Group
Delaware
$412K +$3.25K +22 +0.9%
OCM
1578
Osterweis Capital Management
California
$411K +$22.1K +150 +6%
SIC
1579
Samalin Investment Counsel
New York
$410K -$7.53K -51 -2%
BBA
1580
BLB&B Advisors
Pennsylvania
$409K +$738 +5 +0.2%
IWA
1581
IVC Wealth Advisors
Pennsylvania
$408K +$886 +6 +0.2%
BAS
1582
Breakthru Advisory Services
Wisconsin
$407K +$378K +2,563 New
GH
1583
GAM Holding
Switzerland
$406K +$377K +2,554 New
VFA
1584
Voya Financial Advisors
Connecticut
$406K -$171K -1,158 -31%
SFI
1585
SPC Financial Inc
Maryland
$405K +$53.6K +363 +17%
BOM
1586
Bank of Marin
California
$405K – – –
SP
1587
SIH Partners
Delaware
$405K +$376K +2,546 New
WAG
1588
Wallace Advisory Group
California
$405K -$76.9K -521 -15%
OFS
1589
Orrstown Financial Services
Pennsylvania
$403K -$274K -1,857 -42%
BTWM
1590
Baker Tilly Wealth Management
Wisconsin
$403K +$1.03K +7 +0.3%
M
1591
MOTCO
Texas
$402K – – –
FZCM
1592
Flynn Zito Capital Management
New York
$401K +$148 +1 +0%
NWWA
1593
New Wave Wealth Advisors
Arkansas
$401K +$373K +2,524 New
MWM
1594
Modern Wealth Management
Kansas
$401K +$2.81K +19 +0.8%
WAG
1595
Winthrop Advisory Group
Massachusetts
$399K -$9.01K -61 -2%
FFA
1596
Fi3 Financial Advisors
Indiana
$399K +$14.2K +96 +4%
GWANC
1597
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K +$76.9K +521 +26%
TWM
1598
Thrive Wealth Management
Pennsylvania
$398K +$443 +3 +0.1%
CF
1599
Claris Financial
Virginia
$398K +$88.6K +600 +32%
BW
1600
BXM Wealth
Colorado
$396K +$368K +2,490 New
62 63
64
65 66

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.