Who Owns Morgan Stanley (MS)?Hedge Fund & Institutional Holders

$154.20-0.20 (-0.13%)Financial ServicesNYSE

Institutional Holders

33

as of Q4 2025

Total Institutional Value

$2.44370160753145e+111T

% of Float Held

1.141050749748282e+152%

QoQ Change in Holders

+3 / -7

Price History

$96.59$120.25$143.91$167.57$191.23Sep 24Jun 25Mar 26

MS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
L & S Advisors IncNew Position+450K+$449K
THOMPSON INVESTMENT MANAGEMENT, INC.New Position+1K+$17K
HRT FINANCIAL LPNew Position+5K+$0
Ancora Advisors LLCIncreased+2K+$-182.8M

MS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCClosed Position-12K-$857.1M
HARBOUR INVESTMENTS, INC.Closed Position-6K-$428.5M
JOURNEY STRATEGIC WEALTH LLCClosed Position-3K-$213.0M
Rossby Financial, LCCClosed Position-1K-$99.3M
PRINCIPAL SECURITIES, INC.Closed Position-437-$32.5M
OSAIC HOLDINGS, INC.Closed Position-43-$3.2M
Allworth Financial LPClosed Position-41-$3.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Optiver Holding B.V.1,376,500$244.4M0.09%Put
2Optiver Holding B.V.905,500$160.8M0.06%Call
3IMC-Chicago, LLC816,800$145.0M0.05%Put
4JPMORGAN CHASE & CO736,500$130.0M0.01%Put
5IMC-Chicago, LLC647,800$115.0M0.04%Call
6SIMPLEX TRADING, LLC649,600$115.0M0.06%Put
7JPMORGAN CHASE & CO517,900$91.0M0.01%Call
8SIMPLEX TRADING, LLC454,000$80.0M0.05%Call
9GROUP ONE TRADING LLC272,200$48.3M0.08%Call
10GROUP ONE TRADING LLC213,900$38.0M0.07%Put
11NATIONAL BANK OF CANADA /FI/1,600$28.0M0.03%Call
12CIBC WORLD MARKETS CORP48,000$8.0M0.04%Call
13CMT Capital Markets Trading GmbH25,500$4.5M0.04%Put
14Capital Markets Trading UK LLP20,100$3.6M0.05%Put
15SG Americas Securities, LLC213,800$3.5M0.00%Call
16Gladius Capital Management LP18,800$3.3M0.18%Put
17Gladius Capital Management LP18,000$3.2M0.18%Call
18Maven Securities LTD17,100$3.0M0.07%Put
19CMT Capital Markets Trading GmbH15,400$2.7M0.03%Call
20Maven Securities LTD15,100$2.7M0.06%Call
21Capital Markets Trading UK LLP10,100$1.8M0.03%Call
22L & S Advisors Inc450,000$449K0.04%Share
23IMC-Chicago, LLC13,800$227K0.00%Put
24GROUP ONE TRADING LLC3,000$49K0.00%Put
25SG Americas Securities, LLC73,100$20K0.00%Put
26THOMPSON INVESTMENT MANAGEMENT, INC.1,000$17K0.00%Share
27GROUP ONE TRADING LLC800$13K0.00%Call
28CHESAPEAKE ASSET MANAGEMENT LLC1$00.00%Call
29HRT FINANCIAL LP4,500$00.00%Share
30Ancora Advisors LLC6,937$00.00%Share
31HUNTINGTON NATIONAL BANK1$00.00%Share
32Ancora Advisors LLC326$00.00%Share
33Ancora Advisors LLC1,438$00.00%Share

MS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20255$466K-4
Q3 20259$1.8B-5
Q2 202514$2.1B-3
Q1 202517$13.0B+6
Q4 202411$17.4B+4
Q3 20247$17.6T-1
Q2 20248$26.9T+2
Q1 20246$26.3T—

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As of Q4 2025, 33 institutional investors hold MS (Morgan Stanley). The largest holder is Optiver Holding B.V. with $244.4M in shares. This quarter, 3 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own MS?

As of Q4 2025, 33 institutional investors report holding MS (Morgan Stanley) in their 13F filings.

Who is the largest institutional holder of MS?

The largest institutional holder of MS is Optiver Holding B.V. with $244.4M in shares.

Is institutional ownership of MS increasing or decreasing?

This quarter, 3 institutions opened new positions in MS and 7 closed their positions.