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Morgan Stanley
MS

2,489 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,043 increasing their positions, 932 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 1,043 | Existing positions reduced: 932

11% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 159

1% less funds holding

Funds holding: 2,520 → 2,489 (-31)

1.47% less ownership

Funds ownership: 85.02% → 83.55% (-1.5%)

9% less capital invested

Capital invested by funds: $240B → $218B (-$21.9B)

25% less funds holding in top 10

Funds holding in top 10: 60 → 45 (-15)

28% less call options, than puts

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

Holders
2,489
Holders Change
-31
Holders Change %
-1.23%
% of All Funds
30.62%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.55%
New
176
Increased
1,043
Reduced
932
Closed
159
Calls
$2.43B
Puts
$3.35B
Net Calls
-$927M
Net Calls Change
+$299M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.36B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$838M
3
Two Sigma Investments
Two Sigma Investments
New York
+$454M
4
Marshall Wace
Marshall Wace
United Kingdom
+$426M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$363M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$2.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.94B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$595M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$509M
5
State Street
State Street
Massachusetts
-$435M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2526
Bridgefront Capital
Texas
– -$1.52M -8,559 Closed
VA
2527
Verdad Advisers
Massachusetts
– -$1.47M -8,300 Closed
SMA
2528
Sage Mountain Advisors
Georgia
– -$1.41M -7,931 Closed
BCM
2529
Bluefin Capital Management
New York
– -$1.26M -7,100 Closed
VF
2530
Virtu Financial
New York
– -$1.01M -5,694 Closed
ACM
2531
Aster Capital Management
United Arab Emirates
– -$998K -5,624 Closed
PCM
2532
Prelude Capital Management
New York
– -$977K -5,503 Closed
QCM
2533
Qsemble Capital Management
New York
– -$935K -5,266 Closed
LCM
2534
Laurion Capital Management
New York
– -$933K -5,254 Closed
IWM
2535
Integris Wealth Management
California
– -$929K -5,231 Closed
AWA
2536
Arete Wealth Advisors
Illinois
– -$859K -4,840 Closed
SC
2537
SummitTX Capital
Texas
– -$770K -4,337 Closed
3IP
2538
3Chopt Investment Partners
Virginia
– -$702K -3,957 Closed
SCM
2539
SOL Capital Management
Maryland
– -$688K -3,875 Closed
Q
2540
QVR
California
– -$666K -3,845 Closed
BI
2541
Bolthouse Investments
California
– -$672K -3,785 Closed
BCM
2542
Barometer Capital Management
Ontario, Canada
– -$1.09M -3,590 Closed
WI
2543
WBI Investments
New Jersey
– -$616K -3,467 Closed
CAS
2544
Coppell Advisory Solutions
Texas
– -$596K -3,326 Closed
SW
2545
SMART Wealth
Nebraska
– -$588K -3,310 Closed
CC
2546
Centiva Capital
New York
– -$585K -3,293 Closed
MAC
2547
Mason & Associates (California)
California
– -$577K -3,248 Closed
VI
2548
Versor Investments
New York
– -$567K -3,193 Closed
EIP
2549
Easterly Investment Partners
Massachusetts
– -$559K -3,151 Closed
SIM
2550
Sentry Investment Management
Wisconsin
– -$553K -3,113 Closed
100 101
102
103 104

MS Hedge Fund Activity: Q1 2026 in Review

2,489 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2026, worth a combined $218B — down 9.1% from $240B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new MS positions and 159 closed out — a net gain of 17 holders — while 1,043 added to existing stakes and 932 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.36B. The largest seller was Capital International Investors, cutting an estimated $2.32B.

  • 2,489 institutional investors held Morgan Stanley (MS) as of Q1 2026, down from 2,520 in Q4 2025.
  • Funds reported $218B of Morgan Stanley stock for Q1 2026, down 9.1% quarter-over-quarter.
  • 176 funds opened new Morgan Stanley positions in Q1 2026 and 159 closed out, a net change of +17 holders.
  • The largest Morgan Stanley buyer in Q1 2026 was JP Morgan Chase, an estimated $1.36B added.
  • The largest Morgan Stanley seller in Q1 2026 was Capital International Investors, an estimated $2.32B sold.

Based on aggregated 13F filings for Q1 2026.