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Morgan Stanley

2,265 hedge funds and large institutions have $212B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 887 increasing their positions, 819 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 107

11% more capital invested

Capital invested by funds: $191B → $212B (+$21.3B)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

3% more funds holding

Funds holding: 2,2072,265 (+58)

8% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 819

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
2,265
Holders Change
+58
Holders Change %
+2.63%
% of All Funds
29.65%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.65%
New
194
Increased
887
Reduced
819
Closed
107
Calls
$3.31B
Puts
$4.71B
Net Calls
-$1.4B
Net Calls Change
-$559M

MS Hedge Fund Activity: Q3 2025 in Review

2,265 of the 7,638 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: 194 funds opened new MS positions and 107 closed out — a net gain of 87 holders — while 887 added to existing stakes and 819 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $586M. The largest seller was UBS AM, cutting an estimated $310M.

  • 2,265 institutional investors held Morgan Stanley (MS) as of Q3 2025, up from 2,207 in Q2 2025.
  • Funds reported $212B of Morgan Stanley stock for Q3 2025, up 11% quarter-over-quarter.
  • 194 funds opened new Morgan Stanley positions in Q3 2025 and 107 closed out, a net change of +87 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.