Here’s What Lifted Morgan Stanley (MS) in Q3

Core Insights - Cullen Capital Management's SCCM Value Equity Strategy reported a gross return of 6.9% and a net return of 6.8% for Q3 2025, outperforming the Russell 1000 Value's 5.3% and underperforming the S&P 500's 8.1% during the same period [1] - Year-to-date, the strategy achieved a gross return of 13.0%, compared to Russell 1000 Value's +11.7% and S&P 500's +14.8% [1] Company Performance - Morgan Stanley (NYSE:MS) demonstrated strong performance with a one-month return of 2.64% and a 52-week gain of 23.24%, closing at $162.29 per share with a market capitalization of $259.069 billion on November 19, 2025 [2] - The financial sector, particularly Morgan Stanley, was the largest contributor to the SCCM Value Equity Strategy's relative performance, with Morgan Stanley reporting a 13.6% increase in stock value [3] - Morgan Stanley's Q3 2025 revenues reached $18.2 billion, with an EPS of $2.80, and its Wealth Management division saw a 14% year-over-year revenue growth [4] Sector Insights - The financial sector's strong stock selection contributed significantly to the overall performance of the SCCM Value Equity Strategy [3] - Despite Morgan Stanley's potential, the company is not among the top 30 most popular stocks among hedge funds, with 67 hedge fund portfolios holding its shares at the end of Q2 2025 [4]