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Morgan Stanley

2,484 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, 1,041 increasing their positions, 932 reducing their positions, and 159 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 (-$21.9B)

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
2,484
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
PJC
2476
Phillip James Consulting
Minnesota
$1K
NL
2477
NorthAvenue LLC
Ohio
$988
IPS
2478
Investors Portfolio Services
Washington
$970
APW
2479
Atlantic Private Wealth
North Carolina
$823
LWMI
2480
Legacy Wealth Management (Idaho)
Idaho
$659
3FI
2481
3 Factor Indexing
California
$659
Parallax Volatility Advisers
2482
Parallax Volatility Advisers
California
$658
AGAM
2483
AK Global Asset Management
California
$551
RJA
2484
Ross\Johnson & Associates
Minnesota
$165
Norges Bank
2485
Norges Bank
Norway
Two Sigma Advisers
2486
Two Sigma Advisers
New York
FGP
2487
Freestone Grove Partners
California
Skandinaviska Enskilda Banken (SEB)
2488
Skandinaviska Enskilda Banken (SEB)
Sweden
FAF
2489
Första AP-fonden
Sweden
Capital Fund Management (CFM)
2490
Capital Fund Management (CFM)
France
TA
2491
Trivest Advisors
Hong Kong
AWM
2492
Axxcess Wealth Management
California
WHGAM
2493
Wealth High Governance Asset Management
Twin Tree Management
2494
Twin Tree Management
Texas
PFM
2495
Premier Fund Managers
United Kingdom
MPA
2496
Marvin & Palmer Associates
Delaware
PCM
2497
Pinnbrook Capital Management
New York
WHGC
2498
Wealth High Governance Capital
Brazil
FIA
2499
FNY Investment Advisers
New York
DFCM
2500
Dark Forest Capital Management
Puerto Rico