Morgan Stanley

MS • NYSE

Morgan Stanley is a financial - capital markets company in the financial services sector on NYSE, led by Edward N. Pick, with a market cap of $303.92B. As of Q3 2025, 83% of shares are held by 2,191 institutional investors, with MITSUBISHI UFJ FINANCIAL GROUP INC as the largest holder at 23.62%.

CEOEdward N. Pick

Market Cap$303.92B

Financial - Capital Markets

Financial Services

Employees80.0K

Websitemorganstanley.com

Country

United States of America

Overview

Overview of institutional ownership in MS as of Q3 2025 with a market cap of $253.75B

All Institutions

Institutions: 2,191
Value Held: $210.69B
Shares Held: 1.33B
Avg Position: $96.2M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 89
Value Held: $3.2B
Shares Held: 20.3M
Avg Position: $36.3M
Median Position: $4.9M

Ownership Breakdown

Institutional (non-HF)

81.76%

$207.46B

Hedge Funds

1.27%

$3.2B

Retail & Other

16.97%

$43.1B

Based on market cap of $253.75B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
M MITSUBISHI UFJ FINANCIAL GROUP INC Institution	-	$59.9B 100.00% of portfolio	23.62% 377.1M shares	≤ Q2 2013 Held for 12y 6m+	$59.9B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$18.8B 0.28% of portfolio	7.41% 118.4M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$16.4B 0.57% of portfolio	6.47% 103.3M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$14.9B 0.26% of portfolio	5.87% 93.7M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$5.9B 0.38% of portfolio	2.34% 37.4M shares	≤ Q2 2013 Held for 12y 6m+	$1.56T
C Capital International Investors Institution	-	$4.3B 0.70% of portfolio	1.71% 27.3M shares	Q4 2021 Held for 4 years	$617.62B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$4.2B 0.27% of portfolio	1.66% 26.5M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
FMR LLC Institution	-	$3.9B 0.20% of portfolio	1.55% 24.8M shares	≤ Q2 2013 Held for 12y 6m+	$1.92T
F Fisher Asset Management, LLC Institution	-	$3.9B 1.41% of portfolio	1.53% 24.5M shares	≤ Q2 2013 Held for 12y 6m+	$276.29B
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$3.1B 0.57% of portfolio	1.21% 19.2M shares	Q1 2021 Held for 4y 9m	$532.36B

Net Capital Flow

Institutional buying and selling activity for MS in Q3 2025

Traded: −$547.4M
Buyers: 1,049
Sellers: 904
Total Bought: +$4.9B
Total Sold: −$5.4B
Avg Position: $91.5M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$631.3M +4.0M shares	$3.9B 24.8M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$478.7M +3.0M shares	$559.9M 3.5M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$233.7M +1.5M shares	$519.4M 3.3M shares
BARCLAYS PLC Institution	+$182.7M +1.1M shares	$671.1M 4.2M shares
Junto Capital Management LP Hedge Fund•Long/Short	+$170.0M +1.1M shares	$170.0M 1.1M shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$160.9M +1.0M shares	$162.7M 1.0M shares
G GCIC Ltd. Institution	+$158.2M +995.0K shares	$159.0M 1.0M shares
Marshall Wace LLP Institution	+$133.7M +841.3K shares	$466.3M 2.9M shares
AMERIPRISE FINANCIAL INC Institution	+$130.7M +822.1K shares	$2.3B 14.3M shares
D D. E. Shaw & Co., Inc. Institution	+$119.0M +748.5K shares	$165.9M 1.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$343.2M −2.4M shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$334.2M −2.1M shares	$1.4B 9.1M shares
JPMORGAN CHASE & CO Institution	−$277.6M −1.7M shares	$5.9B 37.4M shares
R ROYAL BANK OF CANADA Institution	−$245.2M −1.5M shares	$1.2B 7.8M shares
FEDERATED INVESTORS INC /PA/ Long Only Manager	−$216.0M −1.4M shares	$97.3M 611.8K shares
BlackRock, Inc. Institution	−$213.6M −1.3M shares	$14.9B 93.7M shares
A Alphinity Investment Management Pty Ltd Institution	−$162.6M −1.0M shares	$500.5M 3.1M shares
M MANUFACTURERES LIFE INSURANCE CO Institution	−$144.6M −909.4K shares	$597.3M 3.8M shares
N NATIONAL BANK OF CANADA /FI/ Institution	−$141.8M −892.2K shares	$51.3M 323.0K shares
STATE STREET CORP Institution	−$128.7M −809.4K shares	$16.4B 103.3M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MS in Q3 2025

New Positions: 95
New Value: $46.2M
Exited Positions: 111
Exited Value: $645.7M

New Positions

Institution	Position Value
Jain Global LLC Hedge Fund•Multi-Strategy	$15.0M 94.4K shares
T TEMA ETFS LLC Institution	$3.5M 21.8K shares
M M&G Plc Institution	$2.0M 12.6K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$1.4M 9.0K shares
Portfolio Design Labs, LLC RIA/Wealth	$1.4M 8.9K shares
F Fisher Funds Management LTD Institution	$1.3M 8.1K shares
S Stonegate Management LLC Institution	$874.3K 5.5K shares
A4 Wealth Advisors LLC RIA/Wealth	$855.5K 5.4K shares
a16z Perennial Management, L.P. Fund of Funds	$822.6K 5.2K shares
E EHP Funds Inc. Institution	$658.3K 4.1K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$343.2M 2.4M shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$55.6M 395.0K shares
P Prana Capital Management, LP Hedge Fund•Long/Short	$46.1M 327.3K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$30.3M 215.4K shares
Magellan Asset Management Ltd Long Only Manager	$23.2M 164.9K shares
O Orbis Allan Gray Ltd RIA/Wealth	$16.2M 115.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$14.8M 105.2K shares
O Optiver Holding B.V. Institution	$14.7M 104.5K shares
FJ Capital Management LLC Hedge Fund•Long/Short	$8.1M 57.7K shares
Beacon Harbor Wealth Advisors, Inc. RIA/Wealth	$7.5M 53.0K shares

Options Activity

Institutions with the largest Call and Put options positions in MS as of Q3 2025

Call Positions: 64
Call Value: $2.7B
Put Positions: 63
Put Value: $4.0B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$594.0M 37.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$386.1M 24.3K contracts
UBS Group AG Institution	$314.4M 19.8K contracts
J JANE STREET GROUP, LLC Institution	$227.6M 14.3K contracts
W WOLVERINE TRADING, LLC Institution	$136.5M 8.5K contracts
R ROYAL BANK OF CANADA Institution	$135.8M 8.5K contracts
BANK OF AMERICA CORP /DE/ Institution	$109.9M 6.9K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$78.7M 5.0K contracts
CITIGROUP INC Institution	$77.4M 4.9K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$73.3M 46.1 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$649.9M 40.9K contracts
J JANE STREET GROUP, LLC Institution	$533.7M 33.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$464.7M 29.2K contracts
UBS Group AG Institution	$386.5M 24.3K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$355.7M 22.4K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$244.7M 154.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$126.8M 8.0K contracts
CITIGROUP INC Institution	$104.9M 6.6K contracts
BARCLAYS PLC Institution	$104.3M 6.6K contracts
W WOLVERINE TRADING, LLC Institution	$98.7M 6.1K contracts

Most Committed Institutions

Institutions with MS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M MITSUBISHI UFJ FINANCIAL GROUP INC Institution	-	100.00% $59.9B	23.62% 377.1M shares	≤ Q2 2013 Held for 12y 6m+	$59.9B
BRIDGER MANAGEMENT, LLC Hedge Fund•Long/Short	Matthew P Truax COO	14.24% $24.4M	0.01% 153.7K shares	Q1 2017 Held for 8y 9m	$171.6M
B Bradyco, Inc. Institution	-	8.17% $7.2M	0.00% 45.3K shares	Q4 2024 Held for 1 year	$88.2M
MARVIN & PALMER ASSOCIATES INC Hedge Fund•Long/Short	David Fred Marvin CEO	6.41% $8.6M	0.00% 52.6K shares	Q4 2024 Held for 1 year	$134.6M
Focused Investors LLC Hedge Fund•Value	Nugroho (Nmn) Soeharto Managing Partner	6.33% $206.9M	0.08% 1.3M shares	≤ Q2 2013 Held for 12y 6m+	$3.3B
Teewinot Capital Advisers, L.L.C. Hedge Fund•Long/Short	Michael Joseph Moriarty CEO	6.19% $79.6M	0.03% 500.5K shares	Q3 2023 Held for 2y 3m	$1.3B
R RBF Capital, LLC Institution	-	5.96% $128.8M	0.05% 810.4K shares	≤ Q2 2013 Held for 12y 6m+	$2.2B
Worm Capital, LLC Hedge Fund•Long/Short	Arne Torsten Alsin CIO	5.63% $7.4M	0.00% 46.9K shares	Q1 2025 Held for 9 months	$132.2M
Hamlin Capital Management, LLC Long Only Manager	Mark (Nmn) Stitzer CEO	5.47% $240.6M	0.09% 1.5M shares	Q2 2023 Held for 2y 6m	$4.4B
New Republic Capital, LLC Venture Capital	Leo Django Batali Director	5.00% $16.3M	0.01% 102.7K shares	Q4 2022 Held for 3 years	$326.1M

Hedge Fund Spotlight

Discover hedge funds investing in MS

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,253
Last Reported: Q3 2025

Sector Allocation

Position in Morgan Stanley

Market Value: $196.3M
Shares Held: 1.2M
Portfolio Weight: 0.32%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%