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Morgan Stanley

2,479 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,040 increasing their positions, 930 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $240B → $218B (-$22B)

25% less funds holding in top 10

Funds holding in top 10: 6045 (-15)

28% less call options, than puts

Call options by funds: $2.43B | Put options by funds: $3.35B

Holders
2,479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$3.35B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3FI
2476
3 Factor Indexing
California
$659
Parallax Volatility Advisers
2477
Parallax Volatility Advisers
California
$658
AGAM
2478
AK Global Asset Management
California
$551
RJA
2479
Ross\Johnson & Associates
Minnesota
$165
Norges Bank
2480
Norges Bank
Norway
Two Sigma Advisers
2481
Two Sigma Advisers
New York
FGP
2482
Freestone Grove Partners
California
Skandinaviska Enskilda Banken (SEB)
2483
Skandinaviska Enskilda Banken (SEB)
Sweden
FAF
2484
Första AP-fonden
Sweden
Capital Fund Management (CFM)
2485
Capital Fund Management (CFM)
France
TA
2486
Trivest Advisors
Hong Kong
Pacer Advisors
2487
Pacer Advisors
Pennsylvania
AWM
2488
Axxcess Wealth Management
California
Twin Tree Management
2489
Twin Tree Management
Texas
PFM
2490
Premier Fund Managers
United Kingdom
MPA
2491
Marvin & Palmer Associates
Delaware
PCM
2492
Pinnbrook Capital Management
New York
FIA
2493
FNY Investment Advisers
New York
DFCM
2494
Dark Forest Capital Management
Puerto Rico
LIP
2495
Lighthouse Investment Partners
Florida
LCM
2496
Logan Capital Management
Pennsylvania
LSA
2497
L & S Advisors
California
VAM
2498
VMS Asset Management
CA
2499
Cornerstone Advisors
North Carolina
A
2500
AlphaQuest
New York